Next-generation investors who want to work with a financial advisor are the focus for a new model portfolio offering from Northwestern Mutual.
The firm has launched Signature Portfolios Market Pathway models for investors seeking professionally advised and managed solutions across a range of investing needs, using low-cost, broad-market ETFs.
A key target for the new products are younger clients looking to start their investing journey, and the models offer exposure and diversification across Northwestern Mutual Wealth Management Company's strategic asset classes.
The models have a minimum investment of $5,000 and five varieties based on investors’ risk tolerances.
"We are excited to deliver a new way for our advisors to serve the unique needs and goals of investors across the spectrum — especially younger clients looking to begin a relationship with a financial professional," said Jeb Bentley, president and CEO of Northwestern Mutual Wealth Management Co. "We are keenly focused on supporting the next generation of investors and are proud to offer a new way for our advisors to help them build wealth and greater financial security."
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.