The Optimum survey for worldwide reputational advisory Lansons highlights the chance for digital platforms, however why shouldn’t advisors take the result in fill the informational hole as an alternative?
Carried out within the US, the ballot discovered that the majority respondents are unaware of digital platforms providing entry to alts, significantly amongst older, extra prosperous individuals.
Even among the many youthful cohort, lower than 3 in 10 learn about these digital platforms or are already utilizing one.
One other facet that advisors might leverage is how their human expertise may also help mitigate considerations that ballot respondents have about investing in alts.
High of the record is fraud, with 42% of respondents saying this can be a concern when contemplating investing in a brand new funding product.