The Optimum survey for international reputational advisory Lansons highlights the opportunity for digital platforms, but why shouldn’t advisors take the lead to fill the informational gap instead?
Conducted in the US, the poll found that most respondents are unaware of digital platforms offering access to alts, particularly among older, more affluent people.
Even among the younger cohort, less than 3 in 10 know about these digital platforms or are already using one.
Fraud concerns
Another aspect that advisors could leverage is how their human experience can help mitigate concerns that poll respondents have about investing in alts.
Top of the list is fraud, with 42% of respondents saying this is a concern when considering investing in a new investment product.
