GeoWealth’s UMA Platform Solves Private Markets’ Biggest Infrastructure Problem
GeoWealth integrates private markets into RIA portfolios through its UMA platform, backed by BlackRock, Goldman Sachs, and Apollo funding.
Rethinking High Yield: The John Hancock High Yield ETF (JHHY) for Reclaiming Forfeited Returns
JHHY uses active management to capture high yield’s full return potential, targeting low tracking error through a liquid/illiquid bond mix strategy.
Envestnet’s $1B Roadmap: Elevating the RIA Experience for the Next Era
Envestnet invests $1B over five years to enhance UMA tools, Tamarac platform, and advisor support, prioritizing both technology and human service.
Scaling the Last Frontier of Wealth Management: How Absolute Capital Helps Advisors Capture 401(k) Pre-Rollover Assets
Absolute Capital enables advisors to manage clients’ 401(k)s pre-rollover, providing access to a largely untapped, multi-trillion-dollar market.
Pacer ETFs’ FLRT: A Floating Rate Solution as Money Market Yields Compress
Pacer ETFs’ FLRT offers compelling yield via floating rate loans/CLOs, aiming to avoid duration risk as Fed cuts rates and money market returns fall.