Private market adoption in financial advisor and client portfolios has gone mainstream.
Don’t just take it from us. Numerous studies have been conducted over the past year, detailing this trend, and asset managers and advisory firms are taking notice.
Tie-ups between traditional asset managers and alternative investment managers were announced ad nauseam throughout the year. And on the tech side, TAMPs partnered with the likes of CAIS, iCapital, SUBSCRIBE, Opto and others.
Plus, LPL launched LPL Alts Connect, a full-service platform to research, purchase and manage alternative investments. Tech provider InvestCloud announced Apollo Global Management as a founding partner in its Private Markets Account Network, an initiative combining public and private assets within a single platform. Apex Fintech Solutions launched Apex Alts, a platform for managing alternative investments, and Addepar announced the launch of several new toolsets and features, including Alts Data Management, Private Fund Benchmarks, and cash flow forecasts within Navigator.
That’s only scratching the surface. For more, but certainly not all, of our coverage of the acceleration of alts adoption in the retail advisory space, check out these top stories from the past year.






