Friday Frame: Alts in Focus—Future of Private Markets
August 28, 2025
Why Private Markets Define Tomorrow’s Client Portfolios
Private markets are quickly becoming essential for RIAs seeking to deliver real diversification and long-term growth. As alternatives move into the mainstream, they offer a way to build more resilient portfolios and strengthen client relationships, while moving beyond the limits of public markets alone.
To stay competitive, RIAs must integrate private markets with intention—balancing opportunity with simplicity. This isn’t just about adding new strategies; it’s about evolving the advisor toolkit to align with where meaningful portfolio value is headed.
What’s Shaping the Next Chapter for RIAs:
Competitive Edge: Private markets are becoming critical for RIAs to stand out, deliver true diversification, and strengthen client relationships in ways public markets alone cannot.
Client Expectations: As alternatives go mainstream, investors increasingly view them as a necessary part of a complete portfolio, pushing advisors to adapt or risk falling behind.
Topics Covered:
- Why private markets are becoming essential for RIAs to deliver true diversification and stay competitive.
- How shifting client expectations are accelerating the need to move beyond public market limitations.
