The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Raymond James
Raymond James has introduced a private wealth guided portfolio offering to provide advisors with access to integrated traditional and alternative investments within a risk-based, diversified portfolio framework. 

The Florida-headquartered firm said its offering will improve solutions for its HNW and UHNW clients. 

The model combines traditional equity and fixed income building blocks with a dedicated alternatives allocation. It gives exposure to private markets and hedged strategies alongside public market investments in a balance aligned with clients’ risk.