The Current State of Model Portfolios Challenges Facing Private-Market Allocation in Model Portfolios Deeper, More Selective Relationships Between Advisors and Asset Managers The Future of Model ...

Partnerships with Apollo, BlackRock, Goldman Sachs Asset Management and J.P. Morgan Asset Management bring advisors institutional caliber portfolios consisting of private market funds GeoWealth, a ...

BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported ...

As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already provides ...

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)-- ...

BlackRock has launched first-of-their-kind customizable public-private model portfolios within a unified managed account to give advisors easier access to the private markets. With help from GeoWealth ...

GeoWealth, a Chicago-based turnkey asset management platform, raised $38 million in Series C funding led by Apollo. The two firms also announced a partnership centered on public-private model ...