Next Generation Trust Company, a self-directed IRA custodian, is encouraging independent, fee-based financial advisors to partner with them to help clients diversify retirement portfolios with alternative assets. In a new article on the company's website, CEO Jaime Raskulinecz outlines how advisors can work with Next Generation to offer clients access to real estate, precious metals, private placements, commodities, and more through self-directed IRAs and other plans.
The article responds to recent industry shifts, including a 2025 executive order by President Trump allowing alternative assets in employer-sponsored defined contribution plans, subject to fiduciary judgment. This has prompted major brokerage firms like Charles Schwab Corp. to introduce platforms for alternative investments, such as cryptocurrency futures, and expand wealth management offices. Raskulinecz notes that while brokerages are opening doors to some alternatives, many financial advisors lack expertise in nontraditional investments and may turn clients away. "That's why we encourage independent, fee-based advisors to work with Next Generation and help their clients diversify their portfolios with a trusted resource," she said.
Next Generation, founded in 2004, offers advisors a full-service solution for alternative asset custody, administration, and transaction execution. The company emphasizes that partnering with them allows advisors to maintain client relationships and continue billing on assets held by Next Generation, potentially boosting advisor income. "We are never in competition with financial advisors," Raskulinecz stated, highlighting opportunities to enhance advisor revenue through expanded client investments.
Financial professionals can read the full article at this link and learn more about the arrangement here. Next Generation Trust Company, chartered in South Dakota, and its sister firm Next Generation Services provide comprehensive account administration and transaction support, guiding clients and advisors through a seamless experience.
