Private markets continue to move further into the financial advisor toolkit, and new research from Cerulli suggests that trend is only accelerating. The report projects advisors will add approximately $2 trillion to private market allocations over the next five years as access improves through vehicles like interval funds and evergreen structures. While growth is expected to remain strong, advisors will also need reliable, standardized data to evaluate performance, liquidity, and portfolio construction across an expanding universe of investment options. As private markets become more mainstream, having transparent, comparable research will be increasingly important for informed decision-making.
SEC Proposal Could Expand Access to Nontraded REITs and BDCs
A proposed SEC rule could significantly reduce state-by-state regulatory hurdles for publicly offered nontraded REITs and BDCs, potentially broadening investor access.
