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"Questions to consider when evaluating alternative investment vehicles for your clients"

With access to alternative investments increasing, understanding the features of these vehicles is crucial in helping clients diversify their portfolios.

Alternative investments bring new opportunities – and new questions to consider – before deciding whether they are right for your clients. Questions like: “What are the eligibility requirements?”, “Is it is easy to monitor daily performance?”, and “Will these vehicles complicate taxes?” need to be answered before recommendations can be made. This paper from Fidelity will help you prepare to have the right conversations with client regarding alternatives, and which ones make the most sense.

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