PPB in the News: Bob Oros Interviewed with Family Wealth Report
June 4, 2026
Oros and Crager: Q&A With RIA Legends Turned Private Market Advocates
Bob Oros and Bill Crager discuss the evolution of the RIA industry and why private markets are becoming an increasingly important part of modern wealth management. Drawing on decades of experience building and scaling advisory businesses, they explain how advisors are moving beyond traditional portfolio construction to deliver broader access to investment opportunities once reserved for institutions and ultra-high-net-worth investors. They argue that private markets are no longer a niche allocation but a growing component of comprehensive client portfolios as advisors seek new sources of diversification, income, and long-term growth.
The conversation also highlights the operational and educational challenges that come with expanding access to alternatives. Oros and Crager emphasize that successful adoption requires more than product availability—it demands advisor training, robust infrastructure, thoughtful due diligence, and a commitment to client outcomes. As private markets continue to move into the mainstream, they believe advisors who embrace these capabilities will be better positioned to meet evolving investor expectations and deliver differentiated value in an increasingly competitive wealth management landscape.
