Latest News and Press Releases

LIVONIA, Mich., March 11, 2025 (GLOBE NEWSWIRE) -- Advisors who are using third-party model portfolios most appreciate their ability to improve efficiency and free up time for business development....

FE Investments (FEi) has selected technology vendor Jacobi Strategies (Jacobi) to enhance the discretionary fund manager’s model portfolio capabilities.

FE Investments (FEi) has selected technology vendor Jacobi Strategies (Jacobi) to enhance the discretionary fund manager’s model portfolio capabilities.

FE Investments (FEi) has selected technology vendor Jacobi Strategies (Jacobi) to enhance the discretionary fund manager’s model portfolio capabilities.

Smart beta investment solutions provider MarketGrader announces the addition of ETF veteran and asset management exec Mike Paul to its Board of Directors.

Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.

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...

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...

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...

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...