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Private Markets Access Is a Must-Have for RIAs: Opto
Features January 08, 2025 at 06:05 PM
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What You Need To Know
- Private markets are too big for RIAs and their wealthy clients to ignore, Jake Miller says.
- Opto's advisor clients are more interested in growth than income products, he says.
- For UHNW clients, private markets generally should comprise 15% to 20% of a portfolio, he says.
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