The Wealth Advisor

iCapital, the global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries, in collaboration with GeoWealth and BlackRock has announced its technology is now powering a custom platform experience for registered investment advisors (RIAs), which enables firms using GeoWealth to more easily include private assets within unified managed accounts (UMAs). The experience is available for eligible advisors accessing custom model portfolios provided by BlackRock while leveraging GeoWealth’s investment implementation platform.

Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, welcomes its newest client 

(Flexible Plan) It is probably safe to say that many readers of this article are not totally familiar with the concept of a TAMP (a turnkey asset management program).

And there is also a pretty good chance that many do not know that Flexible Plan Investments (FPI) has been serving financial advisers and their clients as a TAMP for over 25 years.

(UX Wealth Partners) Many advisors are turning to outsourcing to free up time to work with clients on long-term goals and objectives, to address complex challenges, and strengthen relationships. The more time advisors can spend gaining new clients, while nurturing and serving existing clients, the more opportunity they have to grow.

UX Wealth Partners acts as an Outsourced Agent (OA), rather than a Turnkey Asset Management Provider (TAMP) for several different reasons...

(Dynamic Advisor Solutions) It has been six weeks since the Federal Reserve (Fed) commenced its easing campaign with a 50-basis point (bps) “jumbo” cut to interest rates. This week, an additional 25 bps cut is widely anticipated at the November 6-7 Federal Open Market Committee meeting.