Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...

Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS WIRE)-- ...

Part of Fidelity’s Robust Lineup of Portfolio Solutions for Wealth Management Firms, New Model Portfolio Capabilities Allow Exposure to Private Markets BOSTON, June 18, 2025 – Fidelity Investments® ...

BlackRock (NYSE: BLK) has gone live with a “customizable” public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported by ...

(Bloomberg) -- BlackRock Inc., fresh off a $28 billion deal spree to transform into a major player in alternative assets, is integrating complex private investments into its ready-made portfolios for ...

Morningstar is taking another step toward financial advisors by letting model portfolios from leading asset managers sit alongside its own models on its Morningstar Wealth platform. “This is an ...

Feb 20 (Reuters) - Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms looking for help winnowing through the rapidly growing ...