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Advyzon Named Best All-In-One Software Solution for 7th Consecutive Year in 2024 Advisor Software Survey from T3 and Inside Information

Retrieved on:

Thursday, February 1, 2024

Professional Services, Data Management, Technology, Finance, Software, Fintech, Portfolio, Movement, Loyola Marymount University, Document management system, Inside Information, FP, Acquisition, Conference, BBA, Rage

“We’re so excited to yet again achieve top ratings in this industry-leading survey and report,” said John Mackowiak, Chief Revenue Officer at Advyzon.

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“We’re so excited to yet again achieve top ratings in this industry-leading survey and report,” said John Mackowiak, Chief Revenue Officer at Advyzon.
Only four other firms besides Advyzon were included in the “Software All Star” list in multiple categories.
To see the full T3 / Inside Information Software Survey results, with insights and analysis from Veres and Bruckenstein, please click here .
Young will help Advyzon executives analyze strengths and weaknesses in the company's finances and will oversee all aspects of the firm’s financial success.

QUANTIFIED STF FUND TOP PERFORMER IN CATEGORY AGAIN

Retrieved on:

Wednesday, January 31, 2024

Portfolio, Aggression, FPI, Adviser, SMA, Risk, STF, Conservatism, QFC

BLOOMFIELD HILLS, Mich., Jan. 31, 2024 /PRNewswire/ -- Flexible Plan Investments, Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions with over $1.5 billion in assets under management (12/31/23), announced that its Quantified STF Fund (QSTFX) outpaced the other 240 funds in the Morningstar Tactical Allocation category in 2023 returning 61.85%. The fund also outpaced its benchmark; the NASDAQ 100® Index that returned 55.13% for the same period. It is the third time the fund has led its category in the past seven years. It should also be noted that the fund was in the bottom decile of performance for its category during the calendar years 2016, 2018, and 2022. The table below shows a more comprehensive look at the fund's overall performance as of December 31, 2023:

Key Points:

Total annual fund operating expenses for QSTFX: 1.66%
"The performance in 2023 of the STF fund is a result of our team's ability to identify and capitalize on trends.
STF can be positioned up to two-times long versus the NASDAQ 100® Index and up to one-times short depending upon market direction and conditions.
Mr. Wagner further added "Flexible Plan uses the fund extensively in its most popular dynamic, risk managed SMA strategy: QFC Self -Adjusting Trend Following.
"We're thrilled that the STF fund is again at the top of its category.

BMO 2024 ETF Industry Outlook: Structured Outcome ETFs expected to drive continued growth as investors seek innovative solutions

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Monday, January 22, 2024

Structured Outcome ETFs provide an added level of transparency around investments and how they may perform going forward.

Key Points:

Structured Outcome ETFs provide an added level of transparency around investments and how they may perform going forward.
To achieve the intended target outcomes sought by a Structured Outcome ETF for a Target Outcome Period, an investor must hold Units of the Structured Outcome ETF for that entire Target Outcome Period.
Commissions, management fees and expenses all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds.
Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing.

Innovative Portfolios CIO Dave Gilreath Challenges FPA of Greater Indiana

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Wednesday, January 17, 2024

ETF, Economic Times, The Economic Times, Attention, Performing arts, Risk, FPA, Longevity, Fear, Finance, Adviser, Investment, Portfolio, Financial adviser

INDIANAPOLIS, Jan. 17, 2024 /PRNewswire/ -- Innovative Portfolios CIO Dave Gilreath, CFP® challenged members of the Financial Planning Association (FPA) of Greater Indiana during their November meeting about whether Advisors' fear of volatility might be negatively impacting their clients' investing outcomes.

Key Points:

(Your Fear, Not Their Fear)
INDIANAPOLIS, Jan. 17, 2024 /PRNewswire/ -- Innovative Portfolios CIO Dave Gilreath, CFP® challenged members of the Financial Planning Association (FPA) of Greater Indiana during their November meeting about whether Advisors' fear of volatility might be negatively impacting their clients' investing outcomes.
CIO Dave Gilreath challenged whether Advisors' fear of volatility might negatively impact clients' investing outcomes.
Gilreath considered the many potential risks of any investment, including volatility of price risk, liquidity risk, credit risk, inflation risk, and more.
Instead, Gilreath posited, longevity of clients is a risk that he suggests Advisors factor in when evaluating their investment strategies.

George Ortega Promoted to Portfolio Manager on Several Alger Growth Equity and Long/Short Strategies

Retrieved on:

Wednesday, January 17, 2024

Senior, Portfolio, Research, Credit Suisse, Intelligence, Research associate, Yale University, Goldman Sachs, Management

NEW YORK, Jan. 17, 2024 /PRNewswire-PRWeb/ -- Fred Alger Management, LLC ("Alger"), a $22 billion growth equity investment manager, is pleased to announce that George Ortega has been promoted to Portfolio Manager and will be responsible for several growth equity and long/short equity strategies.

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Alger announced that George Ortega has been added as a Portfolio Manager to the Alger Dynamic Return, Alger Dynamic Opportunities and Alger 35 strategies.
NEW YORK, Jan. 17, 2024 /PRNewswire-PRWeb/ -- Fred Alger Management, LLC ("Alger"), a $22 billion growth equity investment manager, is pleased to announce that George Ortega has been promoted to Portfolio Manager and will be responsible for several growth equity and long/short equity strategies.
George, who joined Alger in 2013, has been added as a Portfolio Manager to the Alger Dynamic Return, Alger Dynamic Opportunities and Alger 35 strategies.
George Ortega is Senior Vice President, Portfolio Manager and Senior Analyst on the Alger 35, Alger Dynamic Opportunities and Alger Dynamic Returns strategies.

Investing in the future of the healthcare industry: Bellevue launches innovative AI Health Fund

Retrieved on:

Wednesday, January 17, 2024

Investing in the future of the healthcare industry: Bellevue launches innovative AI Health Fund

Key Points:

Investing in the future of the healthcare industry: Bellevue launches innovative AI Health Fund
Media release of January 15, 2024
Investing in the future of the healthcare industry: Bellevue launches innovative AI Health Fund
Generative Artificial Intelligence (GenAI) is bringing about an unprecedented technological transformation.
“The investment approach we are taking with the Bellevue AI Health (Lux) Fund that was launched on November 30, 2023 is different.
Healthcare will benefit greatly from GenAI,” says Co-Portfolio Manager Stefan Blum, which explains the rationale behind the launch of Bellevue Asset Management's latest healthcare fund.
The IT-related risks of implementing AI in healthcare are more calculable than in other industries because healthcare is such a highly regulated market.

New Holland Promotes Three to Managing Director

Retrieved on:

Thursday, January 4, 2024

UBS, Columbia University, Growth, ISAM, Investment, Mathematics, Conner, Economics, Durham University, Princeton University, Portfolio, Ludacris, Harvard University, Management

NEW YORK, Jan. 4, 2024 /PRNewswire/ -- New Holland Capital, an alternative asset manager, today announced that Portfolio Managers Andrew Parchman, Chris Bridges and Conner Murphy have been promoted to Managing Director, effective immediately.

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NEW YORK, Jan. 4, 2024 /PRNewswire/ -- New Holland Capital, an alternative asset manager, today announced that Portfolio Managers Andrew Parchman, Chris Bridges and Conner Murphy have been promoted to Managing Director, effective immediately.
New Holland Capital CEO Scott Radke said: "We're incredibly excited to recognize the promotions of Andy, Chris and Conner.
Chris Bridges joined New Holland in 2016 after starting his career at systematic hedge fund ISAM.
Conner Murphy started his career at New Holland as an intern before joining as an analyst in 2013.

XAI Octagon Floating Rate & Alternative Income Term Trust Announces Portfolio Management Change

Retrieved on:

Wednesday, January 3, 2024

Finance, Consulting, Banking, Professional Services, Asset Management, Executive, Investment, Portfolio, Capital market, CFA, Security (finance)

XAI Octagon Floating Rate & Alternative Income Term Trust (the "Trust") (NYSE: XFLT), a diversified, closed-end management investment company with an investment objective to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle, has announced today portfolio management changes.

Key Points:

XAI Octagon Floating Rate & Alternative Income Term Trust (the "Trust") (NYSE: XFLT), a diversified, closed-end management investment company with an investment objective to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle, has announced today portfolio management changes.
Effective January 1, 2024, Lauren Law, CFA, Senior Portfolio Manager at Octagon Credit Investors (“Octagon”), and a member of the firm's Investment Committee, assumed the position of lead portfolio manager of the Trust.
Ms. Law has been a member of the Trust’s portfolio management team since its inception in 2017.
Gretchen Lam previously served as lead portfolio manager of the Trust; effective January 1, 2024, Ms. Lam succeeded Andrew Gordon as Chief Executive Officer of Octagon.

Flash News: OKX DEX API Integrated by CoinStats, a Portfolio Manager

Retrieved on:

Friday, November 24, 2023

OKX, DEX, Investment, Portfolio, 1-Click, Cryptocurrency, API, Web3

SINGAPORE, Nov. 24, 2023 (GLOBE NEWSWIRE) -- OKX , a leading Web3 technology company, has issued updates for November 24, 2023.

Key Points:

SINGAPORE, Nov. 24, 2023 (GLOBE NEWSWIRE) -- OKX , a leading Web3 technology company, has issued updates for November 24, 2023.
OKX DEX API Integrated by CoinStats, a Portfolio Manager
OKX DEX API has been successfully integrated by CoinStats, offering their users enhanced liquidity and trading capabilities, and minimal slippage.
With over 8,000 cryptocurrencies supported, CoinStats is one of the most comprehensive portfolio tracking applications on the market.
OKX Wallet's DEX is a multi-chain, cross-chain decentralized exchange aggregator of 300+ other DEXs and approximately 15 bridges, with 200,000+ coins and more than 20 blockchains supported.

Edward Jones Adds New Tools, Products and Services Designed to Enhance the Branch and Client Experience

Retrieved on:

Tuesday, December 19, 2023

Acumen, Practice management, Associate, Edward Jones, CFP, Accreditation, Growth, Investment, Portfolio, Financial adviser

ST. LOUIS, Dec. 19, 2023 /PRNewswire/ -- As it continues its transformational journey to provide deep personal relationships and more comprehensive planning and advice to clients, financial services firm Edward Jones today announced enhancements to its tools, product and service offerings along with greater flexibility, autonomy and choice in how its financial advisors work with clients.

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The pilot delivers financial planning to clients through the firm's headquarters and focuses on testing and refining the fiduciary financial planning experience that branches will be able to deliver directly to clients in the future.
A Portfolio Assistant tool helps financial advisors build and manage customized portfolios that are aligned to client risk objectives, enable tax advantageous strategies for clients, and save time for financial advisors.
Edward Jones estimates it will exceed its goal of enrolling 2,000 financial advisors in CFP® and ChFC® professional designations this year.
More than 1,400 Edward Jones branch teams elected to transition to new practice models, including multi-FA offices, financial advisor teams and new roles for financial advisors and client support team members such as Associate Financial Advisor and Registered Branch Associate.