Newcomer Jennison Associates added international equity and large cap growth strategies. Flexible Plan Investments also expanded their current offerings to include trend-following, managed futures, and intermediate-term tactical strategies.
Bank trust departments have long played a crucial role in estate planning, fiduciary services, and wealth preservation. As the Great Wealth Transfer accelerates, the industry must evolve to address the shifting expectations of the next generation of clients.
The models are powered by GeoWealth’s UMA technology and supported by iCapital’s underlying technology capabilities . . . a collaboration designed to simplify and enhance advisors’ ability to allocate across public and private markets.
The 2025 guide provides detailed profiles of 19 leading TAMP providers, along with practical implementation guidance, fee comparison analytics and exclusive rankings across five key categories: technology, service, model marketplace, advisor development and overall experience.
Dynasty is one of the top liberators in the wealth management industry, helping advisors gain their independence while supporting them with tools to better grow their businesses and take better care of their clients.
Should investors stay the course when uncertainty rises? Focus Partners’ Jason Blackwell provides perspectives on investing when sentiment becomes less optimistic.
The new models are comprised entirely of exchange-traded funds combining SEI’s disciplined and strategic approach to asset allocation and portfolio construction with Capital Group’s ETFs.
