Many Advisors Would Switch Firms for Private Markets Access: Survey

Features November 04, 2025 at 03:08 PM
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What You Need To Know

  • More than nine in 10 advisors say that access to private market investments is critical for differentiation.
  • Client demand for exclusivity and inflation protection is accelerating adoption, according to AssetMark.
  • Some 59% of advisors who can’t access private markets say they would consider switching firms to gain access.
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