The study was conducted between 17 September and 17 October, involving nearly 800 financial advisers, broker-dealers and family offices.
CAIS, a leading alternative investment platform, and Mercer, a global consulting firm, have published a report titled ‘The State of Alternative Investments in Wealth Management 2026’ as part of the fourth annual study conducted by the two firms. Nine in 10 financial advisers (90%) are currently allocating to alternatives The study was carried out between 17 September and 17 October, involving nearly 800 financial advisers, broker-dealers and family offices, whose insights showed