The Evolving Nature Of Private Markets

Aug. 24, 2022 12:28 AM ET

Summary

  • Understanding the forces at work that are drastically altering the private investment markets landscape.
  • Interview with Private Markets leader of FinTech platform TIFIN Wealth for perspective and insight.
  • Article covers new startup mindset of StayingPrivateLonger vs. IPO, growing advisor adoption of private investing options, due diligence practices, and new digital private markets investment platforms.
Private or public sector symbol. Businessman turns cubes and changes words "public sector" to "private sector". Beautiful white background, copy space. Business, private or public sector concept.

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[There are a number of forces at work that are drastically altering the private investment markets landscape.

First, there is a growing mindset change and new rallying cry for startup firm leaders to stay private longer (SPL) versus rushing to obtain funding and

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Institute for Innovation Development (IID) is an educational and business development catalyst for growth-oriented financial advisors and progressive financial services executives who are determined to grow their firms in a business environment of accelerating business and cultural change. Run as a social enterprise, the Institute will be dedicated to help make business innovation best practices a vital cornerstone for members’ ongoing growth, competitive differentiation, and client/community engagement strategies. Three current IID initiatives are: 1. Integrating business innovation mindsets, processes and tools into financial services practices through the formation of Advisor Practice Management 3.0 professional development. 2. Applying business innovation as a powerful and differentiating advisor marketing/branding approach and community engagement strategy. 3. Creating a FinTech radar program to increase communication and access between the financial advisor and early stage FinTech communities. Bill Hortz, Founder and Dean, of the Institute and Institute Founding Innovator members (comprised of top cross-industry innovation experts, innovative fintech companies, and progressive minded financial advisors and industry thought leaders) will be contributing articles and hopefully sparking ideas and discourse on much needed, next-generation advisor business models and industry development. We will seek to uncover proven business innovation best practices; learn from innovative business creators; explore innovation mindsets; hear about new approaches, services and technologies; and ultimately discover how to apply these insights to a financial advisor's business. For more details about the Institute, investigate here: https://innovationdevelopment.org/annual-membership

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I wrote this article myself and I am not receiving compensation to write this article but I do have a business relationship with TIFIN which is an Institute member. The Institute is a business innovation platform and educational effort with financial services firms to openly share their unique perspectives and activities to build awareness and stimulate open thought leadership discussions on new or evolving industry approaches and thinking.

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