In this episode sponsored by Obsidian CIO, hosts Bob Huebscher (Founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) explore why alternative investments are rapidly moving into wealth management—and why many advisors are still struggling to adopt them effectively.
Joined by Kendrick Wakeman, CEO of WealthTech Strategy Partners, the discussion examines the operational, technological, and educational challenges slowing adoption, while highlighting the infrastructure needed for alternatives to become a standard part of advisor portfolios.
- Understand the Alts2Wealth Movement — Learn what is driving the rapid expansion of alternative investments into the wealth management industry and why institutional strategies are becoming more accessible to advisors.
- Identify the Infrastructure Still Missing — Discover why onboarding, subscription processing, and post-trade operations remain key obstacles to scaling alternative investments efficiently.
- Explore the Growing Role of TAMPs and OCIOs — Understand how outsourced investment platforms are positioned to simplify implementation and help advisors deliver institutional-quality portfolios.
- Recognize the Importance of Advisor Education — Learn why technology alone is not enough and how improving advisor knowledge remains critical to broader adoption.
- Rethink Due Diligence for Alternatives — Explore why evaluating private investments requires a different framework than traditional public markets and how firms are adapting their research process.
- Look Ahead to the Future of Alternatives — Hear Kendrick’s perspective on how the industry may evolve over the next several years as alternatives become a more integrated part of wealth management.
Listen to the full Advisor Wars podcast on Spotify.
IMPORTANT DISCLOSURE: Obsidian CIO LLC sponsors the podcast to further education and critical thinking about the factors that affect markets and investing. The podcast does not provide investment advice. Investment advice is offered only to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.
