Real Assets Adviser’s Post

The landscape of financial services is rapidly evolving, with Registered Investment Advisors (#RIAs) playing a pivotal role in shaping the future of wealth management. Amidst this transformation, RIAs are presented with a unique opportunity to build a lasting legacy that transcends their tenure, ensuring the continuity of their firms and the preservation of client wealth across generations.al strategy for Registered Investment Advisors (RIAs) to ensure the continuity and stability of their firms. With a significant portion of advisors nearing retirement age, it is imperative to establish a robust plan that secures the firm's future and maintains client trust.

"Dimon scolded the audience, primarily comprised of senior professionals at institutional asset owners, for its members’ large allocations to the private markets." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"Our relationship with NEPC, LLC stemmed from the exciting and distinctive opportunity that both businesses can offer the private wealth market when combined,” said Bob Oros, Chairman & CEO at Hightower Advisors." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Why Invest in Private Markets? #ThoughtLeadership from Scott McClatchey @ Ballast Rock Private Wealth "It’s certainly an exciting time for accredited investors wishing to implement institutional-style portfolios, now that many of the largest and most respected private firms are democratizing some of their flagship funds, providing accredited retail investors access to private asset classes heretofore unavailable." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateCredit #PrivateDebt #PrivateInvestments #AdvocatesforRealAssets

This week’s Financial Times brings attention to some of the key themes I covered in my recent Linkedin posts, “What are the main topics in Family Office Forums for Q4 related to private markets?”. The article emphasizes the rise in secondary sales, where institutional investors are offloading stakes in aging private equity funds, driven by an evolving private equity playbook for the next decade. Disclaimer: This article is part of my personal opinion weekend series. #PrivateMarkets #PrivateEquity #VentureCapital #FamilyOffice #WealthManagement #AlternativeInvestments #UHNW #AssetManagement

With our sustainability week in full flow, client director Nick Prouvost joined Asset TV UK for the latest episode of their Trustee Talk series. In an interview with Sam Rossiter, Nick discusses the importance of sustainability in pension schemes. Watch below to learn how trustees can align their investment strategies with long-term sustainability goals, navigate regulatory challenges, and ensure their governance structures drive meaningful change. https://lnkd.in/eZbvqBtG #Vidett #ATVTrusteeTalk #Sustainability

"Advisors need to make the effort and be “purposeful” about staying current, he said. “You can’t rely on learning through osmosis,” he said. “You have to actively engage in seeking information and knowledge.” #HatTip Good story from Ben Mattlin #StayCurrent #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

"As advisors consider allocating capital, we think it is important to draw a distinction between putting capital to work in 2024, versus capital that was committed prior to 2021 when private markets were near peak valuations." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Private equity firms Estancia Capital Management, LLC and LLR Partners entered into an agreement with Soltis Investment Advisors, a Utah-based RIA managing or providing advisement on over $9 billion of client assets, to invest in the advisory firm and help support its next growth phase. “Estancia and LLR will be purchasing around 60% of the firm,” Brent Moore, Managing Partner of Soltis, told Wealth Solutions Report. “The agreements have been completed and final closing should occur within 45-60 days,” he said. “We’ve spent the last year evaluating our next phase of expansion and who our new institutional partner should be to help fuel growth in a competitive, financially secure way,” according to Kim Anderson, Soltis CEO and President. READ MORE: https://lnkd.in/gKwXY97M #WealthSolutionsReport #FinancialAdvisors #WealthManagement #M&A

Is the #institutionalinvestment landscape becoming watered down by acquisitions similar to NEPC, LLC and Hightower Advisors? A lot is riding on the $1.66 trillion in client assets and $100 billion in #OCIO assignments. Many investors are weighing in on this coverage through Pensions & Investments recent article. Insights include Angeles Investments WTW, Callan, Meketa Investment Group, North Pier Search Consulting, and others. Earlier in the year, Vidrio in partnership with Alternatives Watch looked at the #OCIO landscape and the challenges that are being faced today. Download your free copy at Vidrio(dot)com/outlook-ocios-transparency-challenges-innovation. Then book a demo appt. with our team to see how we're assisting OCIO teams by leading innovation for their #alternative investment operations and more. Hightower’s acquisition of NEPC sign of broader institutional consultants’ expansion into wealth management https://hubs.li/Q02WrbVB0