Friday Frame: Top Factors Advisors Can’t Overlook
September 4, 2025
Why Experience and Results Matter in Every Advisor’s Decision
Top allocators prioritize proven managers—private wealth advisors should take the same approach when entering private markets. While many factors shape the decision to launch an alternatives program, it’s important to understand why track record and expertise matter most.
For RIAs, success depends on choosing the right partner. The priority isn’t just flexibility, but depth of expertise, operational strength, and a demonstrated track record—standards that mirror the diligence of institutional allocators selecting top-tier managers.
What RIAs Must Look for in a Partner:
Institutional-Grade Expertise: The right partner brings specialized knowledge to deliver white-labeled solutions that meet today’s complex demands.
Operational Strength: Robust infrastructure and proven execution ensure advisors can scale confidently while protecting client outcomes.
Topics Covered:
- Why white-labeled private market solutions are now a baseline expectation for RIAs, not a differentiator.
- How choosing the right partner with expertise and infrastructure determines long-term success in private markets.
