GeoWealth, a Chicago-based turnkey asset management platform for registered investment advisers, has upgraded its platform and doubled its manager menu.
GeoWealth expanded its model marketplace, increasing its vetted manager menu by over 200%. Advisers can now onboard separately managed accounts and single asset class or “sleeve-level” strategies to be used as building blocks in unified management account (UMA) allocations, the firm said in a release.
The firm also has launched an investment consulting division for advisers who want to completely outsource portfolio and UMA construction and maintenance while retaining their brand.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
