Wirehouses

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Wirehouses, every show

CAPITAL ALLOCATORS Assertion Supported
Independent RIA channel is growing assets faster than wirehouses
“We're starting to see the independent channel, which is the fastest growing part of the wealth management space. It's growing faster in terms of assets than the wire houses.”
Michael Sidgmore May 5, 2025 ▶ 31:58 Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
CAPITAL ALLOCATORS Assertion Contradicted
RIAs allocate under 2% to alternatives compared to wirehouses' 10-15%
“What's interesting though, however, and where the opportunity is, is that the RIA channel has allocation rates to alternative investments less than two percent. Their colleagues in the larger wealth management firms, the wirehouses, on average have allocation …”
Matt Brown Oct 11, 2021 ▶ 19:35 Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)

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