55ip Expands UMA Capabilities for RIAs

Published on October 20, 2026

The J.P. Morgan subsidiary now offers managed and custom model portfolios, plus equity SMAs, in a UMA for RIAs.

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12 Investment Must Reads for This Week (Oct. 20, 2026)

October 20, 2026
Investment strategists are weighing how to tweak portfolios for current macroeconomic conditions, marked by elevated inflation and rising bond yields. That includes looking for ways to bulwark portfolios These are among the investment must reads for financial advisors this week.

Wealthspire Division Acquires $1B Wealth Manager in London

October 20, 2026
Wealthspire's entertainment and sports unit expands its U.K. footprint, picking up London-based Atlantic Swiss that oversees more than $1 billion for clients in media and sports.