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Tuesday, October 20, 2026The Morning Brief →Sign in
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Gautam Sachdev

55ip · Reported Oct 20
In network coverage since October 20, 2026 · 1 story
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portfolio

55ip expands RIA UMA lineup with J.P. Morgan, BlackRock models

The J.P. Morgan Asset Management subsidiary had previously run tax-managed UMAs only for select enterprise partners.
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