Financial Advisors: Work with Next Generation Trust Company to Introduce Clients to Alternative Assets

Published on June 29, 2026

The financial services industry is evolving, as several leading retail brokerages and financial advice companies have begun expanding access in recent months to cryptocurrency futures. According to a company announcement in early June, the Charles Schwab Corp. is now offering 24/7 trading on a proprietary platform to its retail clients. Plus, the company is opening dozens of offices for wealth management and registered investment advisors, creating greater and direct competition in the field.

Although the advisor-endorsed portfolio allocations into these digital assets are quite low (so far, 1% to 4%), this marks a departure from the typical stocks, bonds, and mutual funds that clients of brokerage firms usually invest in.

That said, cryptocurrency investing is nothing new for self-directed investors, who may include a broad array of alternative assets—including cryptocurrency and related investments—within their self-directed IRA.

However, many financial advisors may be turning clients away from alternative investments since these are not in their usual wheelhouse when it comes to investment advice. That’s why independent fee-based advisors are working with Next Generation Trust Company.

Why work with Next Generation?

If your clients are asking about alternative assets they already know and understand, there is no reason to say no to these investments when you work with Next Generation. But there are some excellent reasons to say yes.

• In addition to expanding your own investment knowledge, you will expand your clients’ access to real estate, precious metals, private placements, and so many more alternative assets that self-directed IRAs allow.
• Next Generation is a full-service administrator and asset custodian for self-directed IRAs and other plans, so you will be relieved of the burden of handling asset custody, administration, and transaction execution.
• You maintain your valued client relationships—there’s never any competition between Next Generation and financial advisors.
• You continue billing on assets held with us, with opportunities to enhance your income through expanded investment opportunities for your clients and perhaps even yourself.

• Next Generation has two platforms that allow investors to have “sub-accounts” under their main account with us to do direct cryptocurrency trading, which advisors can also take advantage of.

• We offer client education (through webinars, white papers, and our helpful team) about various alternative assets for self-directed investors, who are comfortable making their own investment decisions but turn to their trusted advisors for guidance about related matters, from portfolio allocation to tax implications.
• We also offer education for financial professionals who advise self-directed investors.
• Our white-glove client service will reflect well on you and it enhances your clients’ experience.

Financial advisors: diversify your practice with Next Generation

Learn more about Next Generation’s advisory structure here; then contact Jaime Raskulinecz at jaimer@nextgenerationtrust.com to discuss how you can help your clients diversify their retirement portfolios with alternative assets in their accounts as you broaden your advisement practice.