Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
February 06, 2024 10:00 ET
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Escalent, Inc.
Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.
Innovator Launches Model Portfolios and Defined Outcome ETF™ Portfolio Builder Tool in New Research & Investment Strategy Hub
October 26, 2022 11:21 ET
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Innovator Capital Management
Research & Investment Strategy site provides financial advisors with framework to construct portfolios of Defined Outcome ETFs™ and insights on markets and risk management Innovator’s...
WisdomTree Launches Portfolio and Growth Solutions
April 18, 2022 08:30 ET
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WisdomTree Investments, Inc.
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, announced...
Monarch Wealth Introduces Extraordinary Model Portfolio Capability for MFDA Advisors
August 15, 2016 05:00 ET
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Monarch Wealth Corporation
TORONTO, ON--(Marketwired - August 15, 2016) - Monarch Wealth Corporation (Monarch) is pleased to announce the availability of its Private Client Portfolios. Monarch has engaged the services of an...
Monarch Wealth Corporation Partners With EquiSoft Inc. to Deliver Industry Leading Technology Platform
July 18, 2016 05:00 ET
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Monarch Wealth Corporation;EquiSoft Inc.
TORONTO, ON--(Marketwired - July 18, 2016) - Monarch Wealth Corporation (Monarch) is pleased to announce its partnership with EquiSoft Inc. (EquiSoft) in the launch of the dealer's industry leading...
Monarch Wealth Corporation -- The First MFDA Dealer to Offer Electronic Onboarding & Fully Integrated Advisor Console
July 04, 2016 05:00 ET
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Monarch Wealth Corporation;Fundserv Inc.
TORONTO, ON--(Marketwired - July 04, 2016) - Monarch Wealth Corporation (Monarch) is pleased to announce the launch of its industry leading digital platform. Leveraging Fundserv's eDOCS solution, this...