Tagged investment-solutions

New 'Playbook Portfolios' Will Revolutionize How Financial Advisors Do Business
Press Release

New 'Playbook Portfolios' Will Revolutionize How Financial Advisors Do Business

 First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Read More
Press Release

Quantitative Investment Decisions, LLC Named Top Gun Manager by Informa Investment Solutions

 #1 Large Cap Manager Q3 2017 and Top 3 Year Global Balanced Manager Read More
Press Release

AGI Partners' Shaun Gordon Honored by M&A Advisor's Emerging Leaders Awards

 The M&A Advisor announced the winners of the 40 Under 40 Emerging Leaders Awards on Monday, May 18th. Shaun Gordon, Managing Partner of AGI Partners, was named a winner for the Dealmaker category. Read More
Press Release

Mainland China Is Open to Foreign Tech and Commodity Investments

 Recently Alibaba made waves by showing us just how powerful a China based company can be. However, this week, there's bigger news coming out of the country. Read More
Press Release

UBL Fund Managers Limited Signs Software Development Agreement with Plexus

 UBL Fund Managers has entered into a software agreement with Plexus after evaluating several software options available in the industry. Read More