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.
Under this partnership, SMArtX Investment Solutions leverages the broad array of BondBloxx precision ETFs and combines them with leading U.S. equity SMAs/ETFs in an open-architecture approach.
Amplify Platform combines startup agility with established stability—built by advisors for advisors with modern architecture, streamlined onboarding, and multi-custodial capabilities designed to eliminate friction points. With $20 billion AUM and growing, Amplify is positioned to challenge industry giants.
