Since advisors can wrap the overlay around a portion of their traditional portfolio or managed account, advisors are not beholden to the traditional annuity assets. They have the freedom and ...

Potential Benefits The industry has argued that opening 401 (k)s to private-market products would offer savers more investment options and greater upside. Private equity has returned 14.3% over the ...

Fintech giant Vestmark has launched a new tax-managed unified managed account that includes private assets, developed in collaboration with iCapital, BlackRock and Dynasty Financial Partners.