Whitepaper

Unlocking the Next Frontier: Democratizing Alternatives Across Private Wealth and Retirement Channels

How asset managers can expand access to alternatives for mass affluent, HNW and retirement investors.

Alternatives are moving beyond institutional investors, reshaping private wealth and retirement portfolios. From private credit to real estate and infrastructure, investors now seek diversification, income and resilience through alternatives—creating both opportunity and complexity for asset managers.

  • Market Insights: Explore the expanding retail alternatives landscape, including product types, investor profiles and distribution channels.

  • Operational Readiness: Learn the three pillars—distribution and education, transparent pricing and scalable operations—needed to scale retail alternatives successfully.

  • Regulatory and Product Guidance: Understand the implications of recent U.S. executive orders, DOL guidance and emerging fund structures for private wealth and retirement plans.

Download the whitepaper to see how your firm can navigate retail alternatives with confidence and scale opportunities across wealth and retirement channels.