As client expectations shift in a volatile market environment, broker-dealers and private wealth managers are retooling their product shelves to introduce new asset classes that address the complexity their clients face. 

Addressing these needs means introducing alternative investments, income strategies, and private market solutions to a broader range of high-net-worth and other clients. At the same time, new questions around product structure, liquidity, risk management, and advisor education are front of mind for distributor home offices. 

Join the Financial Times and FundFire for a one-hour webinar as senior investment research and product platform leaders explore how broker-dealers are evolving their shelves and advisory offerings. The discussion will highlight the challenges of selecting and integrating new products within client portfolios, how firms are using technology to match clients with the right strategies, and what asset managers need to understand if they want to partner effectively with broker-dealers and private wealth firms. 

Rethinking the Shelf

Explore how broker-dealers and private wealth firms are redesigning their product shelves to better serve clients through private markets, alternatives, and customized solutions.

Smarter Selection

Delve into the tools, data, and decision-making frameworks guiding firms as they evaluate structures, liquidity, risk, and manager fit across a growing universe of products.

Strategic Partnerships

Understand how asset managers can align with distributor needs, offering the right support, education, and innovation to stand out and scale within evolving platforms.

Learn

What matters most when selecting structures, managing liquidity, and educating advisors and how technology and AI are reshaping product selection and portfolio construction.

Partner

Gain insight into what distributors are looking for from asset managers and how to position your firm as a value-added partner to help them scale and differentiate their offerings

Discover

How broker-dealers and wealth platforms are evolving their shelves to integrate alternative investments, private markets, and income strategies across client segments in a changing economic landscape.

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