PRESS ROOM

News, Awards & Press

Podcasts Features

Highlighting select podcast interviews featuring Scott MacKillop as a guest commentator and trusted industry veteran:

Transformative Power Of Taking Bold Action: New Fee And Service Models

Out & About Communications

JULY 19, 2023

Scott MacKillop on TAMP Technology Changing The Onboarding Process

WealthManagement.com Advisor Innovations

FEB 23, 2022

Mountain Climbing Adventures with Skip Schweiss and Scott MacKillop

Steve Sanduski Advisor Network

FEB 1, 2023

WHAT IS A

TAMP

WHAT IS A

UMA

WHAT IS A

ETF

FINANCIAL

Glossary

HOW TO START A

RIA

WHAT IS AN

TAMP

WHAT IS AN

TAMP

WHAT IS AN

TAMP

Awards & Accolades

W detulit aenean id o methodum non quis in protegere vero littera procinctu ultimae, gothica in opponite te-magna.

D civilis renovo at w innovare

Inimici evidenter aliquip, integer te dominant et-parum. Cras sem utraque quas auriacus nisl v scripta at detulit ostentari mi scomata quod excepto eu exemplo legunt non ipsa mus sit modo praeditus lorem non.

Learn More >

D civilis renovo at w innovare

Inimici evidenter aliquip, integer te dominant et-parum. Cras sem utraque quas auriacus nisl v scripta at detulit ostentari mi scomata quod excepto eu exemplo legunt non ipsa mus sit modo praeditus lorem non.

D civilis renovo at w innovare

Inimici evidenter aliquip, integer te dominant et-parum. Cras sem utraque quas auriacus nisl v scripta at detulit ostentari mi scomata quod excepto eu exemplo legunt non ipsa mus sit modo praeditus lorem non.

D civilis renovo at w innovare

Inimici evidenter aliquip, integer te dominant et-parum. Cras sem utraque quas auriacus nisl v scripta at detulit ostentari mi scomata quod excepto eu exemplo legunt non ipsa mus sit modo praeditus lorem non.

Additional features for Home Offices

W detulit aenean id o methodum non quis in protegere vero littera procinctu ultimae, gothica in opponite te-magna.

Admin Portal

Various assets to help your team get started with Babbel

Admin Portal

Various assets to help your team get started with Babbel

Admin Portal

Various assets to help your team get started with Babbel

Admin Portal

Various assets to help your team get started with Babbel

Admin Portal

Various assets to help your team get started with Babbel

Admin Portal

Various assets to help your team get started with Babbel

Admin Portal

Various assets to help your team get started with Babbel

See More

Various assets to help your team get started with Babbel

Additional features for Home Offices

W detulit aenean id o methodum non quis in protegere vero littera procinctu ultimae, gothica in opponite te-magna.

Advisor Dashboard

Various assets to help your team get started with Babbel

Contact Management

Various assets to help your team get started with Babbel

Household & Client Views

Various assets to help your team get started with Babbel

Service Center

Various assets to help your team get started with Babbel

Reporting Center

Various assets to help your team get started with Babbel

Model Center

Various assets to help your team get started with Babbel

Custom Workflows

Various assets to help your team get started with Babbel

See a Demo

Various assets to help your team get started with Babbel

Supercharing Your Growth with a TAMP

An exploration of how GeoWealth unlocks value and scale for RIAs, illustrated by client case studies.

}

10 Minutes

b

15 Pages

P

TAMP Due Diligence Support

Your Models, Your Way.

An exploration of how GeoWealth can make home office model management feel turnkey.

}

8 Minutes

b

6 Pages

P

Investment Management

Making Your Home Office Models Feel Turnkey

An exploration of how GeoWealth can make home office model management feel turnkey.

}

6 Pages | 8 Minutes

P

Investment Management

Supercharging Your Growth with a TAMP

An exploration of how GeoWealth can make home office model management feel turnkey.

}

6 Pages | 8 Minutes

P

Investment Management

Never Miss an Update

Subscribe here to get timely updates and insightful content sent straight to your inbox. We’ll make sure you stay in the loop on any must-have info from GeoWealth, including release notes, news, webinar invites, and our monthly newsletter.

Release Notes & Platform Updates

Newsletter, Webinars & Events

GeoWealth News & Content

Online e-book

7 Keys to Partnering with the Right TAMP for Your RIA

Selecting the right TAMP for your practice requires thorough due diligence when evaluating competing offers. But what should you be looking out for? What is most important to you, and to your clients? How can you ensure you get a suite of solutions that will meet your evolving needs?

  • Download your guide

Online e-book

7 Keys to Partnering with the Right TAMP for Your RIA

Selecting the right TAMP for your practice requires thorough due diligence when evaluating competing offers. But what should you be looking out for? 

  • Download your guide

2024

Asset Management Platform of the Year

GeoWealth is Named one of Wealth Solutions Report’s Asset Management Platform of the Year in 2024 Wealth Exemplar Award

2024

Asset Management Platform of the Year

GeoWealth is Named one of Wealth Solutions Report’s Asset Management Platform of the Year in 2024 Wealth Exemplar Award

2024

Asset Management Platform of the Year

GeoWealth is Named one of Wealth Solutions Report’s Asset Management Platform of the Year in 2024 Wealth Exemplar Award

2024

Asset Management Platform of the Year

GeoWealth is Named one of Wealth Solutions Report’s Asset Management Platform of the Year in 2024 Wealth Exemplar Award

Optimal Operations

Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s President & Chief Operating Officer, Jack Hannah. Enjoy these views from our resident Operations Guru, Jack!

Explore the six-part series here if you’re working in or heading up a back office department.

i

Awards & Accolades

Gain a working understanding of estate planning basics with our essential estate planning 101 overview.
i

Awards & Accolades

Gain a working understanding of estate planning basics with our essential estate planning 101 overview.

Awards & Accolades

Head over to our trophy case to learn about industry award recognition and other key accolades that GeoWealth has earned.

Press Releases

Head over to our News Room to browse press releases that have been published, plus other company announcements.

Webinars & Events

Case Studies

Head over to our News Room to browse press releases that have been published, plus other company 

Head over to our News Room to browse press releases that have been published, plus other company 

From the Blog

3 Reasons Advisors Should Use a TAMP to Invest in UMAs

How can a TAMP deepen the positive impact of UMAs on performance reporting, billing, and execution?

Change the Way You Measure Growth

Why you should looking beyond AUM levels to find out what’s impacting the firm’s profit margins and overall profitability.

7 Ways RIAs Can Increase Their Appeal Ahead Of A Sale

Higher valuations are possible by adjusting your approach to common factors such as growth, scalability, tech, and repeatability.

From the Blog

3 Reasons Advisors Should Use a TAMP to Invest in UMAs

How can a TAMP deepen the positive impact of UMAs on performance reporting, billing, and execution?

Change the Way You Measure Growth

Why you should looking beyond AUM levels to find out what’s impacting the firm’s profit margins and overall profitability.

7 Ways RIAs Can Increase Their Appeal Ahead Of A Sale

Higher valuations are possible by adjusting your approach to common factors such as growth, scalability, tech, and repeatability.

READY TO START FRESH?

Breakaway Resources

eBook

Breaking Away the Right Way

Your blueprint for best practices for launching your new firm, presented in an easy-to-follow, phased approach across 6 key areas.

Case Study

Advisor Launches New RIA & Increases Payout by 180%

Sharing the story of an invetment advisor who finally left a wirehouse, started his own firm, and found the partner and profitability he was seeking.

Deep Dive

10 Steps to Starting an RIA Firm

Here’s our deepest and most detailed into exactly what it takes to start an RIA. Grab a cup of coffee and pour over this 10-step framework.

Remote Work Office

Vitae consequat augue. Vivamus eget dolor vel quam condimentum sodales in bibendum odio urna sit amet. Nisl massa, ultrices vitae ornare sit amet, ultricies eget orci. Sed vitae nulla et justo pellentesque congue nec eu risus.

From the Desk of the COO

Our COO and resident operations guru, Jack Hannah, shares stories and insights for those working in, or heading up, back and middle offices.

Client Case Studies

Dive into case studies of GeoWealth clients to learn about the different ways we can support your firm on your terms.

Latest Articles

What Not to Do When Clients Freak Out

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding. 

JUNE 9, 2023

Estate Planning Resources for RIAs 

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim.

AUGUST 3, 2024

What Not to Do When Clients Freak Out

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding.

Launch a New RIA

What Not to Do When Clients Freak Out

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding. 

BREAKING AWAY

Your Complete Guide

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim.

MARKETING

Marketing Your New RIA

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding.

Articles & Podcasts

Interviews with Team GeoWealth

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding.

From the Archives

What Not to Do When Clients Freak Out

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding. 

AUGUST 3, 2024

What Not to Do When Clients Freak Out

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding.

Learn More

What Not to Do When Clients Freak Out

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding.

From the Archives

What Not to Do When Clients Freak Out

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding. Others tout… 

Vitae consequat augue. Vivamus eget dolor vel quam condimentum sodales in bibendum odio urna sit amet. Nisl massa, ultrices vitae or.

White Papers

JUNE 9, 2023

What Not to Do When Clients Freak Out

I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim. Some firms brag about the amount of cash they’re holding. Others tout… 

APRIL 6, 2022

Why Investing Based on Past Performance Is a Terrible Idea

Both the SEC and FINRA require performance-based advertising and sales literature to include the statement: “Past performance does not guarantee future results.” Is that good advice?

OCTOBER 2, 2020

Want to Invest Like the Big Boys? No, You Don’t.

Here’s what to do if someone offers to make “institutional quality” investment management services available to you and your clients. Hold on to your wallet or purse and run as fast as you can in the other direction.

JANUARY 22, 2020

The Ins And Outs Of Outsourcing Your Investment Management

As competition heats up, everyone is looking for an edge. Some advisors try to gain an edge by outsourcing their investment management to a TAMP or third-party fund strategist. But outsourcing is not right for everyone.

Recent Media

A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls

wealth solutions report

OCTOBER 16, 2023

Value Levers: Seven Ways RIAs Can Increase Their Appeal Ahead Of A Sale by Brendan Falls

thinkadvisor

JULY 6, 2023

4 Time-Wasting Mistakes That Limit Your Firm’s Growth By Jack Hannah

Subscribe for updates

Register to get timely updates and insightful content via email, keeping you  in the loop on any must-have info from GeoWealth

Press inquiries?

If you need to get in touch with someone at GeoWealth for a media opportunity, or need official brand assets, reach out for support:

Ready To Work Smarter?

Get Powered By GeoWealth