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 ...
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® ...
Webull, a St. Petersburg, Fla.-based online investment platform, has expanded its advisory services with the addition of BlackRock model portfolios to its product lineup. To access the portfolios, ...
BlackRock Now Live with Public-Private Model Portfolios, Enabling Improved Access to Private Markets
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 ...
Nearly 90% of advisors use model portfolios, in the competition for high-net-worth (HNW) clients, winning advisors – millennial advisors in particular – are customizing them by adding separately ...
Future Trends and Potential Challenges With Model ... Future Trends and Potential Challenges With Model Portfolios Model Portfolios Aren’t Going Anywhere Financial advisor demand for model portfolios ...
Capital Group has launched eight active ETF model portfolios at a time when such products are exploding in popularity. The new Capital Group ETF are the Global Growth Model, Growth Model, Moderate ...
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 ...
Model portfolios are now essential tools and customized, with Millennials leading the shift Advisors say model portfolios are freeing up time for higher-value client work. Nearly 80% report using ...
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