According to a recent LinkedIn post from Allocate, the firm is drawing attention to an article in Financial Planning by Peter Epstein that argues private markets are entering a fundamentally different operating environment rather than a typical cycle. The post suggests that leading advisory firms are now competing on infrastructure and discipline, with an emphasis on real-time transparency and integrated reporting for high net worth clients’ private holdings.
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The LinkedIn content indicates that access to private market deals alone may be losing its differentiation value, with advisory competitiveness shifting toward programmatic integration of alternatives into core portfolios. For investors, this perspective implies potential demand growth for platforms and providers that can deliver scalable, data-rich alternatives infrastructure, which could strengthen Allocate’s strategic positioning if its offerings align with these structural trends.
The post also highlights Epstein’s experience working with RIAs to embed alternative strategies as ongoing programs rather than standalone products, aiming to drive differentiation, personalization, and scale. This framing points to a possible long-term industry transition toward more systematized, tech-enabled alternatives programs, which may favor firms able to support portfolio-level integration and could influence capital allocation decisions across the wealth management and fintech ecosystem as 2026 approaches.