Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
GeoWealth is transforming wealth management by seamlessly integrating private and public markets into a single unified platform. Its UMA technology aims to solve the operational complexity of combining illiquid investments with daily portfolio management—to deliver institutional-grade sophistication with boutique-level customization. Backed by BlackRock, Goldman Sachs, and Apollo, GeoWealth enables RIAs to offer clients diversification through custom model portfolios, automated rebalancing, tax optimization, and scalable private markets access without sacrificing brand identity or operational efficiency.
The John Hancock High Yield ETF (JHHY) from Manulife John Hancock Investments breaks traditional active vs. passive trade-offs with a dual approach: expressing sector views through liquid bonds while targeting opportunistic credit plays. Subadvisor Marathon Asset Management’s 20+ years of sector expertise drives monthly rebalancing, aiming for full high yield returns with benchmarked risk characteristics and low tracking error.