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 ...

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 ...

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, ...

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 ...

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 ...