Jaime Raskulinecz, CEO of Next Generation Trust Company, has published an article on her firm's website encouraging independent, fee-based financial advisors to work with her company to help clients expand their retirement portfolios to include alternative assets through self-direction. The article responds to recent changes in the retirement plan industry, including a 2025 executive order by President Trump allowing alternative assets in employer-sponsored defined contribution plans and brokerage firms like Charles Schwab Corp. launching platforms for cryptocurrency futures.
Raskulinecz notes that while some brokerage firms are greenlighting alternatives like cryptocurrency, many financial advisors may lack experience with nontraditional investments. She advocates partnering with Next Generation to give clients access to real estate, precious metals, private placements, commodities, and more. The firm, founded in 2004, offers full-service custody, administration, and transaction execution for self-directed IRAs and other plans.
The article highlights benefits for advisors: expanding clients' investment options, ease of working with a full-service administrator, maintaining client relationships and billing on assets, and enhancing advisor income. "We are never in competition with financial advisors and look forward to showing more professionals how Next Generation's advisory structure enhances their practice," Raskulinecz said.
Read the full article at https://shorturl.at/QoiaP. Financial professionals can learn more about this arrangement here.
Next Generation Trust Company is a custodian of self-directed retirement plans, chartered in South Dakota. Its sister firm, Next Generation Services, provides account administration and transaction support. The neutral third-party professionals guide clients and their advisors with personalized service for a seamless transaction experience.
