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As Seen in Forbes: WealthTech, Retirement And Investing Predictions For 2025 And Beyond

April 28, 2025
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In a recent feature with the Forbes Finance Council, Eric Satz discusses how the volatile markets of 2025 and increased investor awareness are driving greater interest in alternative investments, especially within retirement accounts.

As demand from retail and institutional investors increases, technology platforms and self-directed IRAs are making access to private market assets more widespread. Traditional financial players, such as brokers and financial advisors, are adapting by integrating alternative investments into client portfolios and utilizing new research that supports diversified asset allocations. 

With technology, investors can expect seamless, digital platforms that simplify education, execution, and support. This expanded access fosters a more favorable environment for alternative investing and once-exclusive opportunities could become available to a much broader range of investors.

Read the full article here.

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