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Paul Bates:  A Tribute to an Exemplary Man

The financial services industry lost a highly respected member of its community.  Dr. Paul Bates, M.T.S., DPT, FCPA, FCMA, CMC who was an exemplary, accomplished man, a fellow financial author and educator, an outstanding humanitarian and family man, and for so many of us, a true and dear friend. 

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DAC Acuity 2022: Incorporating Alternative Investments into Client Portfolios

An exciting development over the past few decades has been the democratization of alternative investments, bringing these once exclusive set of investments to an ever-increasing group of investors. Advisors must be ready to discuss these products and help their clients navigate the risks and opportunities within the current market.  The alternative investment session at DAC Oct 16-18, led by Jennifer Louth, Sr. Learning Consultant FT Academy, Franklin Templeton, covers all of that and more. 

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