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Financial advisers increasingly turn to alternative investments
Other - NOVEMBER 14, 2023

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Financial advisers increasingly turn to alternative investments

by Andrea Zander

Financial advisers are increasingly turning to alternative investments. About 69 percent of advisors view alternatives as a good investment for their clients. according to surveys conducted by WMIQ, the research arm of WealthManagement.com, in an article.

The incorporation of non-traded investment options has been shown to enhance client satisfaction (61 percent), retain clients who might have sought alternative investments elsewhere (57 percent) and increase client participation in investment decision-making discussions (37 percent).

Advisers recognize the need to expand their use of alternative assets, with more than half expressing a definite or positive intention to do so. This shift reflects a strategic response to the evolving investment landscape, allowing advisers to offer a more diverse range of options beyond traditional public exchanges, thereby bette

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