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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Goldman Sachs Asset Management Introduces New Custom Model Portfolio Capabilities Combining Public and Private Investments

Goldman Sachs Asset Management (GSAM) today announced they are now offering total portfolios of public and private investments in a single account for Registered Investment Advisors (RIAs), in partnership with GeoWealth and iCapital. Goldman Sachs Asset Management first announced its broad partnership with GeoWealth in October 2024.

SMArtX Advisory Solutions Expands Manager Marketplace with 2 New Strategies from Two Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 2 new strategies from two leading asset management firms to its Manager Marketplace. SMArtX's continuously growing platform now offers 1,530 strategies from 319 distinguished asset management firms.

Newcomer DSM Capital Partners added its Global Growth Equity strategy and Fidelity Institutional also expanded their current offering to include International Capital Appreciation.

The full list of new strategies includes: