Half Of Financial Advisors Will Soon Be Able To Offer Private Investments To Clients

May 3, 2022 | Stamford, CT – More than half of financial advisors in the U.S. will soon have the ability to offer private investment opportunities to their clients. Just over 40% percent of financial advisors can invest client assets in private companies now, and another 12% say they will have that ability soon. With demand building, advisors are considering the appropriateness of private investments for these different types of clients. Most advisors believe private investments are a good fit for the portfolios of high net-worth and ultra-high net-worth clients. Some advisors take a more expa…

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