Flexible Plan: Active vs. Passive

The index-fund industry spends millions each year telling advisers that it is their job to convince their clients to “buy and hope”—to hold on no matter what the markets do. And it is good advice. It’s just not practical advice.

GeoWealth: 5 Years of America's Best TAMPs

Just five years ago, GeoWealth had $8 billion in platform assets. Today, we have more than $28 billion in platform assets. Our team has grown significantly to more than 100 people. And we’re serving more RIAs than ever before, with 180,000 accounts on the platform.