FIDUCIARY VOICES
  • Profiles
  • Articles
  • Videos
  • Podcasts
  • Contact

Articles

News and Information from Fiduciary Advisors for Consumers +
News and Insights from Organizations that support Fiduciary Advisors' Success

Building Bridges: Understanding and Navigating the Structural Divide Between Private and Public Markets

5/27/2026

 
​The lifecycle of many private, high-growth companies has shifted from the more typical "hand-off" between private and public markets to a "private-for-longer" model where companies are increasingly capturing vast appreciation while they remain private. This shift has created a dual-sided pressure: while companies stay private longer, institutional investors are running into allocation limits. Combined with a significant slowdown in the return of cash (distributions) due to the lack of IPO and strategic exits, managers are now pivoting towards retail investors to tap into an estimated $80 trillion pool of individual investor assets that have historically been under-allocated to private markets.

In this paper from Syntax Data, it shows that advisors are largely supportive of this shift. An Adams Street 2026 Advisor Outlook report showed that 89% of financial advisors surveyed expect private markets to outperform public ones long term, with 70% planning to increase client exposure. For advisors, this transition requires moving beyond simple access to actively educating clients on the nuances and structural differences of private assets.

Originally published by Syntax Data on May 27, 2026. Read the full article here.


Comments are closed.

    ABOUT

    Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team.

    Categories

    All
    2024 ACP Conference
    2025 Advyzon Conference
    Adrian Johnstone
    AdvisorEngine
    Advyzon
    Advyzon Enterprise Solutions
    Advyzon Investment Management
    Alex Markowitz
    Alex Riedel
    Alison Dooher
    Alliance Of Comprehensive Planners (ACP)
    Alteri Wealth
    Altruist
    Amos Robinson
    Amy Braun Bostich
    Amy Braun-Bostich
    Amy Hamasaki
    Andes Risk
    Andrew Spitzer-Fox
    Ann J. Shubert
    Ann Rosevear
    Anthropic
    Apex Fintech Solutions
    Aspyre Wealth Partners
    Astraea Wealth Management
    Auria
    AXG Advisors
    Balefire
    Benjamin Schiffrin
    Bill Keen
    Bill Van Law
    BlackRock
    Blue Chip Partners
    Blue Vault
    BLX
    BLX Internship Program
    Bob Veres
    Bogart Wealth
    Boosted.ai
    Braun Bostich & Associates
    Braun-Bostich & Associates
    Bridget Venus Grimes
    Bruce Traan
    Buckingham Advisors
    BX Partners
    Cassandra Kirby
    CFP
    Charles Reiling
    Charles Schwab
    Christophe Gauthron
    Citi Wealth
    Claire Alexander
    Clark Richards
    ClientFirst Wealth Legacy & Estate Planning
    ClientWise
    CoastalOne
    Constellation Wealth Capital (CWC)
    Content 151
    Craig Cmiel
    Craig Iskowitz
    Cristina Wiebelt-Smith
    Crux Wealth Advisors
    Dalton Preston
    Daniel Dusina
    Danielle White
    Daniel Satchkov
    Danny Lohrfink
    Dan Seder
    Dimensional Fund Advisors
    Dirk Pearson
    Donoghue Forlines
    Dr. Amy Fletcher
    Dunham
    Dunham & Associates
    Ed Mahaffy
    EncorEstate Plans
    Equila Financial
    Equita Financial Network
    Fidato Wealth
    Fiduciary
    Finance Reverse Of America
    Financial Avenues
    Financial Independence Planning (FIP)
    Fintech
    FMG Suites
    George Papanier
    Gertsema Wealth Advisors
    Hailin Li
    Helen Yang
    Henry Zelikovsky
    Holistiplan
    ICapital
    Idea Decanter
    Impact Communications
    Indivisible Partners
    Innovayte
    Inside Information
    Institute For The Fiduciary Standard
    Intercontinental Wealth
    Intervallum Technologies
    Invesco Advisers Inc.
    James Bogart
    Jason Hester
    Jaymon Meikle
    Jeff Coyle
    Jeffrey Fuhrman
    Jennifer Dazols
    Joel Bruckenstein
    John Hoffman
    John Mackowiak
    John O'Connell
    John O’Connell
    John O’Connell
    John Thiel
    Jonny Swift
    Joseph Peiffer
    Josh Pantony
    Juan Pablo Villamarin
    Kartik Srinivasan
    Katie Burke
    Keen Wealth Advisors
    Keith Glenfield
    Kevin Hughes
    Kevin Knull
    Knut Rostad
    Kwanti
    Laura Corbiani
    Lee Andreatta
    Levitt Capital Management
    Libretto
    Lisa Dazols
    Luis Rosa
    Marie Swift
    Marquis Who’s Who
    Martin Tarlie
    Matt Morris
    Meaghan Dowd
    Michelle Gruber
    Mike Bisaro
    Mike LaMena
    Mindy McCubbin
    Modern Family Finance
    Morningstar
    Mountain Wealth Planning
    Myriad Advisor Solutions
    NAPFA
    Nebo Wealth
    Nell Cordick
    Nicholas Fusco
    Nick Gertsema
    Nitrogen
    Oleg Tishkevich
    Olivia Eisinger
    Patrick Shaddow
    Paul Riccardella
    PM Insights
    Potomac Fund Management
    Practifi
    Raj Madan
    Ray Sclafani
    Rich Cancro
    RiXtrema
    Robert J. Jackson Jr
    Robert Levitt
    Robert Steinberg
    Rob Rickey
    Rory Riggs
    Ryan Dykmans
    Sam Marciano
    Schwab Advisor Services
    Scott Keegan
    Sean Sandys
    Shawna Ohm
    Shawn Tydlaska
    Shehara Wooten
    Small Business
    Sora Finance
    Stacy Chitty
    Stephen Resch
    Stewart Koesten
    StraightLine Group
    Syntax Data
    Syntax Direct
    T3
    T3 AI University
    T3 Conference
    T3 Software Survey
    Tax Concerns
    TaxStatus
    Technology Tools For Today
    The Arch's Anvil
    The Oasis Group
    ThinkAdvisor Luminaries Awards
    Tony D'Amico
    Tony Leal
    Tracy St. John
    Travis Alexander
    Trevor Coyle
    Truman Wealth Advisors
    Victoria Toli
    Wealth.com
    Wealthies
    WVL Group
    Your Story Financial
    Zaneilia Harris

HOME​
PROFILES
ARTICLES
VIDEOS
PODCASTS
CONTACT
Fiduciary Voices © January 1, 2024 - All rights reserved by Impact Communications, Inc.
  • Profiles
  • Articles
  • Videos
  • Podcasts
  • Contact