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Most advisors have clients sitting on portfolios full of low-basis winners with nowhere to go.
The 351 exchange changes that.
Ryan Kirlin of Alpha Architect joined Dave Nadig while at Basis Northwest to break down how $5 billion has already moved through this strategy and why the independent advisor now has a tool the big banks can't match.
The momentum is just getting started.
Tune into the full conversation here: https://www.etf.com/sections/conferences/tool-giving-independent-advisors-edge-over-big-banks

Q1 2026 kicked off the year with both stocks and bonds down. We saw the same thing in 2022 — and a lot of advisors swore they'd never be caught flat-footed again. Some were and some weren’t.

The difference? True diversification that wasn’t just gold as an apocalypse hedge or a shift from investment grade to high yield. Instead, they added assets that are genuinely dislocated from economic growth risk like managed futures, commodities, and long/short strategies.

When stocks and bonds fall in tandem, the advisors having the hardest client conversations are the ones who didn't make that move. Meanwhile, the advisors who can point to a line item that was up when everything else wasn’t had a much easier time. Which side do you want to be on?

Paisley Nardini, CFA, CAIA of Simplify Asset Management sat down with Dave Nadig from Basis Northwest and shared insights into what alternatives have to offer portfolios and advisors, and how to help clients overcome their reluctance.
Follow along with the full conversation here: https://www.etf.com/sections/conferences/how-get-your-clients-over-alternatives-hurdle