But through the chaos, our strategies were already adjusting. Like a skilled crew navigating rough seas, the dynamically risk-managed strategies you own at Flexible Plan Investments (FPI) weren’t left exposed to the waves—they responded. That movement isn’t panic; it’s planning in motion.
GeoWealth’s third-party Model Marketplace is designed to offer access, choice, and flexibility to Investment Advisors and Home Offices looking to outsource portfolio construction decisions. This blog post recaps all the additions made in the first quarter of 2025, now available for investment this Spring.
Among the many things Envestnet revealed at its Elevate conference was a deeper direct indexing collaboration with State Street and custom model portfolios from BlackRock.
Newcomer Jennison Associates added international equity and large cap growth strategies. Flexible Plan Investments also expanded their current offerings to include trend-following, managed futures, and intermediate-term tactical strategies.
Bank trust departments have long played a crucial role in estate planning, fiduciary services, and wealth preservation. As the Great Wealth Transfer accelerates, the industry must evolve to address the shifting expectations of the next generation of clients.
The models are powered by GeoWealth’s UMA technology and supported by iCapital’s underlying technology capabilities . . . a collaboration designed to simplify and enhance advisors’ ability to allocate across public and private markets.
The 2025 guide provides detailed profiles of 19 leading TAMP providers, along with practical implementation guidance, fee comparison analytics and exclusive rankings across five key categories: technology, service, model marketplace, advisor development and overall experience.
