Category: Uncategorized

Apr 13

Addepar Fact Sheet

It’s no secret that the rapid acceleration of digitization in fixed income trading, data, and investments has propelled yield-driven investing forward. Read more on how advisors are looking for ways to optimize their positions all while benefiting from institutional-grade quant technology and analytics.

Feb 23

Wealth Solutions Report: Edmond Walters Joins YieldX Board of Advisors

With the end of February upon us, Wealth Solutions delivered the latest installment of their monthly Transitions, Transactions & Promotions column, highlighting noteworthy activity in advisor transactions, M&A, promotions, people moves and strategic alliances. Here is what they reported on YieldX’s latest news: Edmond Walters Joins YieldX Board of Advisors Income investment analytics and modeling platform provider YieldX announced that the Founder of eMoney Advisor and Apprise Labs, LLC, Edmond Walters, joined its…