GeoWealth In The News

Global X has experienced a 350+% CAGR in its ETF model portfolios available on the GeoWealth platform since 2018. The partnership has been a key component in Global X’s delivery of ETF model portfolios to the US RIA space.

As part of Foreside Partner Spotlight series, Colin Falls, President, discusses the history of GeoWealth, the value of tech-enabled tools for Advisors at any stage, and how compliance can be made easier.

GeoWealth poised for rapid expansion in 2021 as financial advisors continue to prioritize digitized tools and outsourced solutions. This announcement marks more than 100 percent growth in AUM from 2019.

GeoWealth announced a strategic alliance with Foreside Financial, a global provider of compliance technology solutions, to fulfills advisor demand for turnkey outsourced compliance and investment solutions, providing the infrastructure and support advisors need to launch an RIA today.

GeoWealth has announced the addition of PIMCO fixed income model portfolios to its next-generation TAMP. This latest offering includes a number of model portfolios, from capital preservation to enhanced core, in both taxable and tax-aware versions.

GeoWealth poised for rapid growth in 2020 as financial advisors migrate to modern technology and embrace the outsourcing model. The firm’s growth throughout has been supported by new hires in distribution, marketing and in software development.

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