Speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla., discuss how investing strategies, including SMAs and digital assets, and how inflation and the Fed are impacting investing.

Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result.

Raising concerns that in their aggressive hunt for higher yields, they may be discounting some pitfalls.

At its inaugural investor forum for the RIA community, the firm presented its vision of playing a bigger role as an advisor to RIA practitioners.

Just 2% of assets are offered via a Unified Managed Account framework.