Wealthspire Unveils Outsourced CIO Services For RIA
Wealthspire Advisors has launched a CIO service for RIAs serving sophisticated clients.

The “outsourced CIO” service will allow smaller advisor firms to engage Wealthspire Advisors for customized investment services, including due diligence, investment product selection and other forms of case support, the company said.

Clients of the service will receive a customized suite of research support based on their goals and needs. They will also have access to key tools, including routinely updated model portfolios, capital market assumptions, manager due diligence, and case support for large clients and prospects.

Clients will also have the support of investment team members with specialized expertise in equities, fixed income, alternative strategies and the legal structure of investment vehicles (whether they are funds, separately managed accounts, etc.). There will also be investment commentaries, reports and time-sensitive market updates and content.

Wealthspire, headquartered in New York City, is an independent registered investment advisor with 12 offices in eight states throughout the East Coast and Midwest.

HealthSavings Partners With eHealth To Serve Medicare Customers
HealthSavings Administrators, a health savings account (HSA) provider based in Richmond, Va., has partnered with eHealth Inc., an online health insurance marketplace serving the needs of Medicare-eligible consumers nationwide.

Through the partnership, HealthSavings members qualifying for Medicare will have easy access to plan comparison tools and telephone support from eHealth’s licensed Medicare agents while shopping from a broad selection of leading, brand-name Medicare Advantage, Medicare Supplement and Medicare Part D prescription drug plans, the companies said.

eHealth is headquartered in Santa Clara, Calif.

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