With this enhancement, firms can now integrate manager-traded strategies, such as fixed income, into UMA portfolios. These strategies can be combined with model-traded sleeves, including interval funds, long-only, and long-short positions, alongside rep-directed, protected, and cash management sleeves
When markets get turbulent, the instinct to "play it safe" kicks in—and that's entirely human. Why can that instinct, while comforting, be dangerous to your long-term financial health?
But through the chaos, our strategies were already adjusting. Like a skilled crew navigating rough seas, the dynamically risk-managed strategies you own at Flexible Plan Investments (FPI) weren’t left exposed to the waves—they responded. That movement isn’t panic; it’s planning in motion.
GeoWealth’s third-party Model Marketplace is designed to offer access, choice, and flexibility to Investment Advisors and Home Offices looking to outsource portfolio construction decisions. This blog post recaps all the additions made in the first quarter of 2025, now available for investment this Spring.
Among the many things Envestnet revealed at its Elevate conference was a deeper direct indexing collaboration with State Street and custom model portfolios from BlackRock.
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.
