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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.

J.P. Morgan Asset Management Expands Custom Model Portfolio Capabilities with Private and Public Market Access

Strategic partners since 2017, GeoWealth and J.P. Morgan Asset Management broaden access to alternative investments for RIAs.

J.P. Morgan Asset Management have announced an expanded strategic partnership with GeoWealth, a leading provider of turnkey asset management platform solutions, to deliver custom model portfolios and broadened access to private and public market investments. By combining J.P.