Helios, a quantitative asset management firm providing an outsourced chief investment officer service, is launching trade execution services that are intended to improve the client support that financial advisors can offer, officials say. The solution is “open to all registered investment advisors (RIAs) and advisors with GeoWealth access via their broker-dealer,” according to Helios. … Read More >>
Legacy IT Constrains a Firm’s Growth: Q&A on OCIO
(A report issued this past October from the Milestone Group focuses on how the investment strategies and the related portfolios overseen by outsourced chief investment officers (OCIOs) are becoming more complex. The report, “Outsourced CIO, Fiduciary and Delegated Investment Technology Survey: Findings and Conclusions” finds that portfolio complexity will likely continue as a function of… Read More >>
