New Products
What's New In Investments, Funds? - Private Advisor Group
The latest news about investment products, new structures and service offerings that might be of interest to the wealth management industry.
Private Advisor Group
New Jersey-based Private Advisor
Group has introduced WealthSuite, a new investment management
platform. The offering is for the firm’s network of over 750
financial advisors.
The platform offers bespoke mutual fund, ETF, and blended mutual fund/ETF model portfolios, along with custom indexing and tax-optimized solutions delivered through a separately managed account structure.
Private Advisor Group said its platform is supported by BlackRock, Fidelity Institutional Wealth Adviser, Orion Advisor Solutions, and WisdomTree.
“WealthSuite balances sophistication with ease of use and demonstrates our continued commitment to deliver solutions that increase capabilities and efficiencies for advisors, while staying true to our shared mission of changing the lives of everyday investors. Investors benefit from greater choice and transparency into the performance of their investments,” Frank Smith, President of Private Advisor Group, said.
At June 30, Private Advisor Group had more than $29 billion of
assets under management.
