LeoGroup, The Capital Company and BFT Financial Group now operate as Leo Wealth.
The fund is sub-advised by Schroder Investment Management.
The Minneapolis-based RIA has built a platform aimed at attracting advisors of all stripes.
Their first iteration was a dud, but Morningstar analysts say they now could be viable portfolio options.
The alternative investments platform attracted money from a host of different sources.
Choosing the right model depends on various factors, according to speakers at the FSI OneVoice conference.
While the fund is promoted for its “meme” connection, it's really more a way to invest in the potential upside of penny stocks.
Verdence aims to create a national advisory footprint though mergers and acquisitions.
Two dividend-focused products from Pacer ETFs use futures to boost income, and employ a strategy that removes leverage risk and trims exposure to the S&P 500 Index.
The Fidelity Select Health Care Portfolio is a 40-year-old fund that leaves many of its younger peers in the dust.
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