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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. Libretto, the “total wealth” advice platform for RIAs and family offices, recently achieved high client satisfaction ratings in the 2026 T3 / Inside Information Software Survey – a widely referenced study in the wealthtech industry. Libretto earned the highest user satisfaction rating among firms with more than 1% market share in the Financial Planning Software and Portfolio Design Solutions categories. The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the 2026 T3 Technology Conference, which took place March 9-12 in New Orleans and saw over 1,000 total attendees. The survey is one of the most widely referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based on advisor input. Originally posted on Business Wire on May 26, 2026. Read the full article here. Beyond Buffers - Two Frameworks for Managing Equity Risk: Exposure Management vs. Defined Outcomes5/11/2026
Managing equity risk has become a central issue in portfolio construction. Many investors want to remain invested in equity markets while reducing the impact of drawdowns. In recent years, defined-outcome and buffer strategies have become a prominent response to this challenge. This paper from Syntax Data shows how these approaches reshape the payoff profile of equities by defining gains and losses over a fixed outcome period, most commonly one year. Within that period, the strategy provides a predefined buffer against initial losses while limiting upside participation through an options-based structure. Originally published by Syntax Data on May 11, 2026. Read the blog post here. Read the full research paper here. When financial advisors first encounter direct indexing, the most common question is also the most practical: how do I build something that looks like the broad market, but does it better? Quality and growth are the natural starting point. Quality companies (those with stable earnings, low leverage, and high profitability) have historically produced more consistent returns through the cycle. Growth companies, with strong earnings trajectories and reinvestment opportunities, have driven a disproportionate share of long-term equity returns. Combining the two creates an index that is recognizable to clients (large- cap, US, well-known names) while pursuing the kind of fundamental edge that justifies a custom portfolio over a passive ETF. This case study from Syntax Data walks through how an advisor can use Syntax Direct to construct a Quality + Growth tilted large-cap index, examines the resulting portfolio, and presents the backtest performance against the broad large-cap benchmark. Originally published by Syntax Data on May 11, 2026. Read the full case study here. Gertsema Wealth Advisors Announces Educational Events Focused on Purposeful Giving and Longevity5/8/2026
Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, announced two upcoming educational events designed to help individuals and families align their money and lifestyle decisions with what matters most to them. The firm will host a Lunch & Learn in June on purposeful charitable giving in retirement, along with a May women’s event focused on practical, sustainable longevity strategies. Both events will be held at GWA’s offices located at 2425 N. Woodbine Road, Suite B&E, in Saint Joseph, Missouri. Bringing in local nonprofit voices and wellbeing experts reflects the firm’s belief that financial planning should support every aspect of a person’s life, from their philanthropic goals to their day-to-day well-being. Originally posted on Agility PR on May 7, 2026. Read the full article here. Citi Wealth announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management (Advyzon) to deliver a Global Unified Managed Account (UMA) Program for Citi Wealth clients. Advyzon was selected following a thorough and competitive search to identify a strategic partner, offering both state-of-the-art technology and a fully scalable, configurable, Artificial Intelligence-enabled, multi-currency, multi-jurisdictional Turnkey Asset Management Program (TAMP). Advyzon’s modern architecture and capabilities include Model Management, Manager Marketplace, Tax Overlay and Direct Indexing, Trading, Portfolio Modelling, Rebalancing, Billing, and Reporting. Originally posted on Business Wire on April 21, 2026. Read the full article here. Dunham & Associates Investment Counsel, Inc. ("Dunham") announced the recent launch of a comprehensive brand refresh across its family of companies - Dunham, Dunham Trust, and Dunham Private Trust - including a redesigned logo, updated visual identity, and fully overhauled websites at Dunham.com, DunhamTrust.com, and DunhamPrivateTrust.com. The rebrand marks the completion of a long-term vision — three distinct platforms, one unified firm. Dunham brings 40 years of institutional investment management to independent advisors nationwide. Dunham Trust extends that expertise into full-service trust administration and planning, and Dunham Private Trust rounds out the continuum with access to Wyoming's favorable trust laws — a combination few firms in the independent space can match. Originally posted on Citybiz on April 16, 2026. Read the full article here. Blue Vault, a leading aggregator of alternative investment performance data and analysis, announced the launch of its new research portal, delivering a streamlined, data-rich way for investment advisors, financial services enterprises, and asset managers to evaluate and compare investment opportunities in private credit, real estate, and equity. Blue Vault researches publicly registered nontraded REITs, nontraded BDCs, interval funds, and tender offer funds, and coming in April, DST offerings. The portal’s release marks the first phase of a broader strategy to make Blue Vault’s industry-leading market intelligence more accessible to both advisors and asset managers through a modern, flexible architecture. The portal now serves as the primary entry point for professionals who want a concise, practical view of the alternative investments landscape and performance without wading through more data than they need. Originally posted on Business Wire on April 1, 2026. Read the full article here. Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a partnership with MSCI Inc. (NYSE: MSCI) to offer a range of MSCI indexes on the Syntax Direct platform: a forward-looking index development tool that revolutionizes the rapidly growing direct-to-index investment process. As part of this strategic collaboration, MSCI will help Syntax expand into the independent RIA channel by helping financial advisers gain access to an expanded set of ADR index universes while also providing distribution support for the wealth management community. American Depositary Receipts (ADRs) allow advisers to gain exposure to a broad range of international equities using indexes designed to deliver diversification benefits using U.S.-listed securities – without leaving U.S. exchanges. Originally posted on Business Wire on March 31, 2026. Read the full article here. Nearly every fintech solution on the market is adding AI capabilities and fast-coding more features—and the tech world today has become almost unrecognizable. The T3 Conference sessions and exhibit hall this year included new AI user interfaces, AI- powered document reading, summarizing and retrieval, notetaking capabilities, and the evolution of notetaking solutions in a variety of directions. Keeping up is impossible, but incorporating has never been easier. In this flux period, advisory firms should ask for what they need, pay attention if they aren’t able to get it (because everybody else can program it easily—or get AI to do it), and surf the changes as they unfold. The great thing about this AI arms race is that at the end of the day, everybody wants to make advisors more productive and happier. Originally published in Bob Veres' Inside Information in March 2026. Read full article here. *Used with permission from Inside Information (Bob Veres publisher): Get a full subscription at www.BobVeres.com. |
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