Financial advisors are enhancing value by focusing on private markets, offering diversification beyond traditional index funds. CAIS Mercer survey shows advisors allocating at least 5% to alternatives, with nearly half allocating 10% or more. Private investments are now a core part of portfolio construction, evolving from opportunistic to calculated. Advisors are using private credit for income, private equity for growth, and real assets for inflation protection. The trend towards alternative investments is driven by a concentrated equity market, demand from clients for sophisticated strategies, and technology facilitating access to private markets.

Read more at Yahoo Finance: How Advisors Are Putting Private Markets to Use