US Retirement Funds’ Private Market “Vibe Shift” Puts Managed Accounts in Frame

A major shift is underway in how Americans build retirement portfolios.

Did you know that recent administrative guidance has begun to pave the way for holding private market/alternative investments within 401(k) plans—signaling that alternatives are moving closer to the mainstream?

Now, it’s more important than ever to deliver private market assets in a scalable, personalized way. Managed accounts are uniquely positioned to expand access to this asset class.

InvestCloud is investing deeply in technology that enables managed accounts to seamlessly support private market assets—empowering advisors to offer public and private investments in a unified structure.

Read the Family Wealth Report article and InvestCloud APL President Cheryl Nash’s view on how technology is unlocking access and reshaping the future of wealth.