The Financial Advisor’s Guide to Private Investments
Built for financial advisors and RIAs who want to lead in today’s evolving wealth landscape.
Private investments are no longer exclusive to institutions. Clients, especially high-net-worth and mass-affluent investors, are asking for access. But navigating structures, regulations, and strategies requires a new kind of knowledge.
The Financial Advisor's Guide to Private Investments gives you the clarity, tools, and language to lead with confidence in this space.
TOPICS COVERED:
- Key structures: PE, VC, credit, real estate & infrastructure
- Regulatory guidance: Reg D, accredited investor rules, and AML
- Portfolio construction strategies using illiquid assets
- Due diligence checklists and compliance insights
- How to educate clients and evaluate platforms like iCapital, CAIS, and more
WHO IT’S FOR:
- Financial advisors looking to expand beyond the 60/40 model
- RIAs and financial professionals adding private investments to their client offerings
- Anyone who wants to future-proof their practice
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