The point about holistic financial advice is really on target. Advisors today are dealing with so many moving parts that technology needs to do more than just track assests. It needs to connect them in a way that actually makes sense for client outcomes. The shift to private markets for retail investors is long overdue, and having someone like Bill Crager building infrastructure for this moment could mean real progress in democratizing acces to alternative investments.
The point about holistic financial advice is really on target. Advisors today are dealing with so many moving parts that technology needs to do more than just track assests. It needs to connect them in a way that actually makes sense for client outcomes. The shift to private markets for retail investors is long overdue, and having someone like Bill Crager building infrastructure for this moment could mean real progress in democratizing acces to alternative investments.