The three new firms that have been added on the platform are includes, AlphaSimplex Group, which offers risk efficient portfolios; JP Morgan Asset Management, which offers global asset allocation, tax sensitive and absolute return portfolios; and Morningstar Investment Services, which offers mutual fund and ETF managed portfolios, including tax-conscious mutual fund options and an absolute return model.
Additionally, BlackRock has also added a tactical mutual fund portfolio to the platform, and LPL has added its Absolute Return Diversified Plus, Tactical Opportunities Diversified Plus and Strategic Exchange-Traded Product portfolios.
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Further, LPL has lowered account minimums for participation in the platform to US$25,000, down from US$100,000 when the platform was launched.
The changes will enable in expanding the platform’s flexibility and accessibility, while enabling LPL Financial advisors to create a greater range of customized portfolio solutions.
MWP is a fee-based platform that offers advisors theme-based investment portfolios that use a range of mutual funds and ETFs.
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