Curated News
By: NewsRamp Editorial Staff
October 22, 2026
Next Generation Trust Helps Advisors Offer Alternative Assets
TLDR
- Next Generation Trust Company lets independent fee-based advisors expand into alternative assets while retaining assets under management and client relationships.
- Next Generation Trust Company serves as a neutral custodian and administrator, handling custody and transactions so advisors can offer self-directed IRAs without investment advice.
- Next Generation Trust Company helps advisors broaden client access to alternative assets, enabling more diverse retirement portfolios and better long-term financial outcomes.
- Next Generation Trust Company notes that self-directed IRAs have long allowed alternative assets like real estate and precious metals, predating retail crypto futures.
Impact - Why it Matters
This news matters because it highlights a growing trend: as traditional brokerages cautiously embrace crypto futures, self-directed IRAs remain a key gateway for alternative investments. For financial advisors, partnering with a specialized custodian like Next Generation Trust allows them to keep clients who seek diversification without venturing outside their expertise or losing assets under management. For investors, it means greater access to alternatives like real estate and precious metals within retirement accounts, potentially enhancing portfolio diversification. The arrangement also preserves the advisor-client relationship while ensuring proper custody and administration, which can be complex for alternative assets. As more investors seek non-correlated assets, such partnerships could shape how retirement portfolios are constructed and advised.
Summary
As major retail brokerages begin expanding access to cryptocurrency futures, self-directed investors continue to leverage self-directed IRAs for alternative assets. In a recent article published on the company's website, Jaime Raskulinecz, CEO of Next Generation Trust Company, explains why independent fee-based financial advisors are partnering with her firm to give clients access to real estate, precious metals, private placements, and other alternatives allowed in self-directed IRAs.
Raskulinecz notes that many advisors turn clients away from alternative investments because those assets fall outside their usual advisory wheelhouse. By working with Next Generation, advisors retain assets under management, their customary fee structure, and client relationships without the burden of handling asset custody, administration, and transaction execution. Because Next Generation does not offer investment advice, it never competes with advisors. The company is a full-service administrator and asset custodian for self-directed IRAs and other plans, and advisors also gain opportunities to diversify their practice and expand their own portfolios through increased knowledge about alternative assets. More information about the advisory structure is available here.
Independent fee-based advisors are invited to sign up for emails at NextGenerationTrust.com to learn more about working with the company and receive education about alternative assets. Next Generation Trust Company, chartered in South Dakota, acts strictly as a neutral, administrative third-party custodian and does not evaluate, recommend, or endorse any investment product or strategy. Its sister firm, Next Generation Services, provides comprehensive account administration and transaction support. For more information, visit www.NextGenerationTrust.com.
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, Next Generation Trust Helps Advisors Offer Alternative Assets
