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Next Generation Trust CEO Urges Advisors to Embrace Alternative Assets

Next Generation Trust Company CEO Jaime Raskulinecz urges financial advisors to offer alternative assets in retirement plans, highlighting self-direction opportunities post-2025 executive order.

This news matters because it highlights a growing opportunity for financial advisors to differentiate themselves by offering alternative assets in retirement plans, which can help clients diversify beyond traditional stocks and bonds. With regulatory changes and large brokerages like Charles Schwab entering the space, advisors who fail to adapt may lose clients to competitors. By partnering with Next Generation Trust Company, advisors can expand their service offerings, retain clients, and potentially increase their revenue, all while providing access to assets like real estate and precious metals that can hedge against market volatility.