AlphaOne Satori Management Opens Satori II
WEST CHESTER, PA — AlphaOne Satori Management, General Partner for the Satori family of funds, announced that on June 1, 2020, Satori II will open, providing more investors with an …
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Pacer ETFs Announcement for Pacer Trendpilot International ETF (PTIN)
MALVERN, PA — Pacer ETFs announced that the net asset value (NAV) per share of the Pacer Trendpilot International ETF was incorrect and caused the NAV of the Fund to …
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PA Department of Banking and Securities Warns of COVID-19-Related Investment Schemes
HARRISBURG, PA — The Pennsylvania Department of Banking and Securities (DoBS) is warning investors of an anticipated surge in fraudulent investment schemes.
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Vanguard Announces Changes To Managed Payout Fund
VALLEY FORGE, PA — Vanguard announced forthcoming changes to Vanguard Managed Payout Fund, including renaming it Vanguard Managed Allocation Fund, adding a new portfolio manager, and eliminating monthly payouts in …
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Brinker Capital Launches Behavioral Insights Series
BERWYN, PA — Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the launch of its Behavioral Insights series, a three-part visual guide designed to provide financial …
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Vanguard Finds Muted Investor Expectations For Market Returns And Dislocations
VALLEY FORGE, PA — In a recently released report, Vanguard researchers presented results from a new survey that examines investor expectations for U.S. stock returns, GDP growth rates, and bond …
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Vanguard Research Finds Financial Advice Improves Portfolio Diversification For 9 in 10 Investors
VALLEY FORGE, PA — In a new Vanguard white paper, The value of advice: Improving portfolio diversification, researchers Cynthia Pagliaro and Steve Utkus demonstrate the material impact of financial advice on the construction of …
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SEC Brings Charges Against Fraud Targeting Amish and Mennonite Investors
WASHINGTON D.C. — On Wednesday, Jan. 29, the Securities and Exchange Commission charged a Pennsylvania man with defrauding Amish and Mennonite community members by making false claims about the use …
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Malvern-based Pacer ETFs Acquires Second Fund, Builds on 2019 Momentum
MALVERN, PA — Pacer ETFs, an ETF provider that offers strategy-driven, rules-based ETFs, has announced the acquisition of the CSOP FTSE China A50 ETF (ticker: AFTY).
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AG Shapiro Fighting to Help Victims of Ponzi Schemes, Fake Investment Opportunities, Get Money Back
HARRISBURG, PA — To get more money back to defrauded investors in Pennsylvania and across the country, Attorney General Josh Shapiro this week informed the Securities and Exchange Commission it …
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