Tagged asset-allocation

Centurion Wealth Management is Pleased to Announce That Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, Has Joined the Firm in Their McLean, Virginia Office
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Centurion Wealth Management is Pleased to Announce That Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, Has Joined the Firm in Their McLean, Virginia Office

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Rockfleet and ActiveAllocator Announce Alliance
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Rockfleet and ActiveAllocator Announce Alliance

 Rockfleet adds new asset allocation technology and scales ActiveAllocator go-to-market initiatives. Read More
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Jumpstart Joins MERJ to Offer US Investors Regulated Exposure to Tokenized Securities

 The Seychelles exchange's collaboration with Jumpstart and Prime Trust enables U.S. accredited investors to participate in the upcoming MERJ offering Read More
myCIO Promotes Adrian Verueco to Partner
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myCIO Promotes Adrian Verueco to Partner

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ReSolve Announces It Has Acquired Acorn Global Investments
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ReSolve Announces It Has Acquired Acorn Global Investments

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ReSolve Announces It Has Acquired Acorn Global Investments
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ReSolve Announces It Has Acquired Acorn Global Investments

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Active Allocator Announces Agreement With View Capital Advisors, LLC
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Active Allocator Announces Agreement With View Capital Advisors, LLC

 Top tier RIA benefits from Active Allocator investment methods. Read More
Active Allocator Announces 2017 Highlights
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Active Allocator Announces 2017 Highlights

 FinTech startup meets ambitious product and business development targets Read More
Active Allocator Adds Akl Noun to Executive Management Team
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Active Allocator Adds Akl Noun to Executive Management Team

 Top digital banking executive joins FinTech to spearhead firm's expansion in the Gulf and Middle East Read More
ReSolve Asset Management Proposes Strategy to Challenge Warren Buffett's Favorite Index Over Next 10 Years
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ReSolve Asset Management Proposes Strategy to Challenge Warren Buffett's Favorite Index Over Next 10 Years

 ReSolve combines global risk parity with long-short factor investing to maximize returns without relying on expensive stocks and bonds. Read More
Active Allocator Adds Shakil Ahmed to Board
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Active Allocator Adds Shakil Ahmed to Board

 Top Wall Street and quant hedge fund executive joins FinTech startup board Read More
Active Allocator Adds Ken Shoji to Advisory Board
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Active Allocator Adds Ken Shoji to Advisory Board

 Top asset management and investment banking executive joins FinTech startup board Read More
ActiveAllocator Announces Integration With Morningstar® ByAllAccounts℠ Service
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ActiveAllocator Announces Integration With Morningstar® ByAllAccounts℠ Service

 Leading Asset Allocation Portal Constructs Bespoke Portfolios in Under Ten Minutes Read More
Active Allocator Partners With TradeIt to Enable Multi-Broker Portfolio Optimization Execution
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Active Allocator Partners With TradeIt to Enable Multi-Broker Portfolio Optimization Execution

 Innovative FinTech integrates cutting edge TradeIt platform to let retail investors instantly place securities orders Read More
Manoj Shahi Joins Active Allocator Technical Advisory Board
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Manoj Shahi Joins Active Allocator Technical Advisory Board

 Accomplished international financial services executive joins Fintech startup board Read More
John Grady Joins Active Allocator Advisory Board
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John Grady Joins Active Allocator Advisory Board

 Top investment management and broker dealer attorney joins FinTech startup board Read More
ActiveAllocator Announces Major Market Data Infrastructure Enhancements
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ActiveAllocator Announces Major Market Data Infrastructure Enhancements

 New proprietary methodology and scalable technology searches, recognizes, classifies and instantly maps more than four million traded financial instruments to fifty asset sub-classes to improve strategic asset allocation and portfolio construction Read More
Investors Warned to Reconsider Concentrated North American Stock Portfolios in 2017: ReSolve Asset Management
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Investors Warned to Reconsider Concentrated North American Stock Portfolios in 2017: ReSolve Asset Management

 Rare confluence of political and monetary conditions implies exciting prospects for global tactical managers over next three to five years. Read More
Advisors: Take Charge of Your Continuing Education With ReSolve Asset Management's CE Approved Video Masterclass
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Advisors: Take Charge of Your Continuing Education With ReSolve Asset Management's CE Approved Video Masterclass

 ReSolve AM and AdvisorAnalyst.com have combined forces to offer a groundbreaking Masterclass, "A Revolution in Global Asset Allocation." Advisors get their first glimpse into the next generation of portfolio management. Read More
Get Optimal Returns in All Market Conditions With Downside Protection: Announcing the ReSolve Online Advisor
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Get Optimal Returns in All Market Conditions With Downside Protection: Announcing the ReSolve Online Advisor

 ReSolve Online Advisor to offer investors revolutionary quantitative strategies that target optimal returns with downside risk management. Read More
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Ken Goodreau Joins WhaleRock Point Partners as Managing Director

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North Carolina Investment Advisor to Teach Patented Stock Selection Seminars in February

 Goal of Classes Is To Help Investors Manage Their Money and Select Stocks Read More