GeoWealth, a Chicago-based turnkey asset management platform for registered investment advisers, has upgraded its platform and doubled its manager menu.
GeoWealth expanded its model marketplace, increasing its vetted manager menu by over 200%. Advisers can now onboard separately managed accounts and single asset class or “sleeve-level” strategies to be used as building blocks in unified management account (UMA) allocations, the firm said in a release.
The firm also has launched an investment consulting division for advisers who want to completely outsource portfolio and UMA construction and maintenance while retaining their brand.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
