FUNDfire - Half of Advisors Say They’re Ill-Equipped to Offer Alts to Clients

A significant share of financial advisors said their own lack of knowledge and comfort around private market investments hampers their efforts to recommend alts products to clients – and that the information fund managers provide to them often comes up short, according to a recent Phronesis Partners survey.

The poll of 200 advisors serving affluent and high-net-worth investors found nearly half of the respondents – and sometimes more – expressed varying degrees of unease about their ability to describe key alts fund aspects to their own clients or distinguish adequately among managers and products.

Read Tom Stabile's article in FUNDfire published on October 7, 2026 for the full story.

 https://www.fundfire.com/c/5268563/758903?referring_content_id=5268563&referring_issue_id=758903