Merrill's Investment Solutions Chief Outlines Growing Role for Alternatives in Client Portfolios

Posted on May 13th, 2025 at 2:02 PM
Merrill's Investment Solutions Chief Outlines Growing Role for Alternatives in Client Portfolios

At Merrill and Bank of America Private Bank, alternative investments have become a core focus of portfolio construction, according to Financial Planning. The firms are sourcing top-tier third-party asset managers across the alternatives space, and have over 100 alternative strategies currently available.

Financial Planning reports that Merrill recommends that moderate investors hold around 25 percent of their portfolios in alternatives. The firms believe that the primary benefits of alternatives are diversification, current yield, inflation protection, volatility dampening, and alpha generation. The firms stress the importance of diversifying within the alternative asset class itself, rather than relying on a single strategy.

Financial Planning reports that, looking ahead, the firms plan to deepen its ultrahigh net worth offerings, broaden access to alternatives across the wealth spectrum, and expand tax-managed investment solutions. Tax planning will remain a central focus, with increased demand for year-round tax overlay strategies, dynamic and quarterly tax-loss harvesting, and performance playback reports for clients.

 

Eccleston Law LLC represents investors and financial advisors nationwide in securities, employment, transition, regulatory, and disciplinary matters.

Tags: eccleston, eccleston law

Return to Archive

TESTIMONIALS

Previous
Next

We just wanted to say thanks for your work in helping us get back some of the money we lost. We are not by any means rich, but we have saved some money and we have done so through a tight-fisted approach to most everything we do. So losing a significant chunk of money hurt…especially at a time when everyone else was growing their accounts. We really appreciate the work you did.

Allan and Adele

LATEST NEWS AND ARTICLES

June 24, 2025
Dr. Cash Sentenced for Defrauding Retirees

Terrence Chalk, an unregistered investment advisor who operated under the alias “Dr. Cash,” has been sentenced to three years in prison for orchestrating a fraudulent investment scheme that defrauded millions from unsuspecting victims.

June 23, 2025
FINRA Fines AAG Capital for RILA Exchange Violations

The Financial Industry Regulatory Authority (“FINRA”) has fined AAG Capital $100,000 and ordered the firm to pay nearly $39,000 in restitution after finding it violated Regulation Best Interest (“Reg BI”) by recommending costly registered index-linked annuities (“RILAs") to retail clients in unsuitable product excha...

June 19, 2025
SEC Charges Former Real Estate CEO in $46 Million Investment Fraud Scheme

The Securities and Exchange Commission (“SEC”) has charged Kenneth Mattson, former CEO of LeFever Mattson, with orchestrating a $46 million investment fraud scheme that targeted approximately 200 investors, many of them retired senior citizens
from his church community in California.