#RealtaWealth's advisors have access to a robust private markets platform with more than 100 strategies that allow them to meet the growing demand for alternative investment strategies. CEO Kevin M. Keefe, CFA Keefe shared with Alternatives Watch some of the sectors and asset classes that are seeing growing demand. "Given our meaningful presence in the private markets space, Realta advisors are often providing investors access to programs with early investor incentives, which can increase cash flow or contributed equity. Private markets strategies such as private credit and private equity are also seeing significant advisor demand. Finally, we are seeing growing demand for Family Office co-investment deals that are unique and are typically not found in the retail space," Keefe said. Read more at https://lnkd.in/gXMp-aij. #WealthManagement #Investing #Money #FinancialServices
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When it comes to alternative investments, Realta Wealth is proud of our expansive platform and the comprehensive support we provide our affiliated advisors. The increased interest in alts among retail clients is an exciting development – one our advisors are empowered to embrace. Recently, I shared my thoughts on trends in alternative investing with the readers of Alternatives Watch. Read more below.
#RealtaWealth's advisors have access to a robust private markets platform with more than 100 strategies that allow them to meet the growing demand for alternative investment strategies. CEO Kevin M. Keefe, CFA Keefe shared with Alternatives Watch some of the sectors and asset classes that are seeing growing demand. "Given our meaningful presence in the private markets space, Realta advisors are often providing investors access to programs with early investor incentives, which can increase cash flow or contributed equity. Private markets strategies such as private credit and private equity are also seeing significant advisor demand. Finally, we are seeing growing demand for Family Office co-investment deals that are unique and are typically not found in the retail space," Keefe said. Read more at https://lnkd.in/gXMp-aij. #WealthManagement #Investing #Money #FinancialServices
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Out this week: Multi-Asset Distribution Dynamics, a new report from NextWealth detailing how multi-asset funds are used in practice in client portfolios. 💰 Multi-asset funds are the most commonly used investment solution used by financial advisers. 💡 They are used alongside model portfolios, as components within model portfolios and as a standalone solution. 📊 Three quarters of financial advice professionals use multi-manager or multi-asset funds with 28% expecting to increase their allocation of client assets to these products in the next three years. 📈 In May 2023, the Investment Association reported that 17% of UK retail funds were invested in mixed asset funds. Despite the important position multi-asset funds have in the retail wealth market, little is known about how financial advisers use these products. This report forms part of our on-going research into financial advice businesses and the investment solutions used by those firms, seeks to answer the question of how financial advisers use these products in practice. #multiassetfunds #mps #financialadvice #investmentadvice #researchreprot
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Broadridge's annual U.S. Investor Study gives you valuable insights into the holdings of U.S. retail investors, helping asset managers, broker-dealers and advisors understand the national investment landscape better and make smarter, more informed business decisions: http://spklr.io/6040qEjn #AssetManagers #Advisors #Investors
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My favourite chart in this report (which you'll need to buy to see) is one that presents financial advisers with scenarios to understand the importance of price and performance in driving recommendations. The results surprised me. Get in touch for details.
Out this week: Multi-Asset Distribution Dynamics, a new report from NextWealth detailing how multi-asset funds are used in practice in client portfolios. 💰 Multi-asset funds are the most commonly used investment solution used by financial advisers. 💡 They are used alongside model portfolios, as components within model portfolios and as a standalone solution. 📊 Three quarters of financial advice professionals use multi-manager or multi-asset funds with 28% expecting to increase their allocation of client assets to these products in the next three years. 📈 In May 2023, the Investment Association reported that 17% of UK retail funds were invested in mixed asset funds. Despite the important position multi-asset funds have in the retail wealth market, little is known about how financial advisers use these products. This report forms part of our on-going research into financial advice businesses and the investment solutions used by those firms, seeks to answer the question of how financial advisers use these products in practice. #multiassetfunds #mps #financialadvice #investmentadvice #researchreprot
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Look out for a new NextWealth report this week. Check it out #facts #sneakpeak
Out this week: Multi-Asset Distribution Dynamics, a new report from NextWealth detailing how multi-asset funds are used in practice in client portfolios. 💰 Multi-asset funds are the most commonly used investment solution used by financial advisers. 💡 They are used alongside model portfolios, as components within model portfolios and as a standalone solution. 📊 Three quarters of financial advice professionals use multi-manager or multi-asset funds with 28% expecting to increase their allocation of client assets to these products in the next three years. 📈 In May 2023, the Investment Association reported that 17% of UK retail funds were invested in mixed asset funds. Despite the important position multi-asset funds have in the retail wealth market, little is known about how financial advisers use these products. This report forms part of our on-going research into financial advice businesses and the investment solutions used by those firms, seeks to answer the question of how financial advisers use these products in practice. #multiassetfunds #mps #financialadvice #investmentadvice #researchreprot
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Andrew Ashton and Dennis Tew CPA, CA, CFP, CPA (IL-Inactive) from Franklin Templeton stress a consultative approach to addressing client challenges, balancing global capabilities with local needs. They highlight Franklin Templeton's growth in private assets, driven by a significant acquisition and expanding retail high-net-worth investments. https://hubs.la/Q032D0sz0 #AssetManagement #PrivateAssets #AdvisorSupport
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Check out this article highlighting Cerity Partner's portfolio strategies, including the importance of private credit and private equity in delivering value for high-net-worth clients.
💡 Private Markets: A Key to Growth? Cerity Partners is doubling down on private markets, seeing them as a catalyst for outsized growth. In this latest http://spr.ly/6040Q4ZX6 article, discover how Cerity Partners’s strategic focus on alternative investments aims to deliver unique opportunities for their clients. 🔍 Explore their approach: http://spr.ly/6049Q4Znh 💬 Are private markets a game-changer for portfolio growth in today’s environment? Share your perspective in the comments! #AlternativeInvestments #PrivateMarkets #WealthManagement #FinancialAdvisors
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If you're a #financialadvisor, the process of subscriptions and redemptions remains really challenging. These are complex products, these are expensive offerings, and clients may not be suitable for illiquidity, Daniil Shapiro, CFA said. These are very, very difficult things for financial advisors to get around in order to increase their use of #alternativeinvestment products. Find out more in Financial Advisor Magazine: https://lnkd.in/eQsJuYBW
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Firms must communicate their value beyond just yields and returns. Advisors must offer broader benefits to create meaningful connections with clients. This connection is crucial for healthy organic growth over time. #wealthmanagement #clientrelationships #feetransparency #growth
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What lies beyond disruption in the #wealthmanagement industry? A new era is upon us – one that redefines independence with business models offering supported, yet free-from-constraints flexibility and freedom. Embracing it – and all of its potential – by working with the right partner will allow #financialadvisors to serve their clients and build their businesses, equity and futures as they see fit. My most recent thought leadership piece in WealthManagement.com delves into this complex topic and why it is imperative to capitalize on this evolution for the good of clients, advisors and the industry. Read more at: https://lnkd.in/eupv3zFg #SanctuaryDifference #PowerOfPartnership #FinancialServices #Growth
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