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113 news stories found
Press Release
February 20, 2020
Praxis Mutual Funds strongly urges the SEC to reconsider the proposed rules
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Press Release
February 2, 2020
The Geo-Political Issue Other Than Tariffs Which Should Occupy Your Attention
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Press Release
January 7, 2020
McGlone has co-managed the corresponding separately managed account strategy since January 2019
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Press Release
January 3, 2020
Morningstar pared more than 8,000 mutual funds to find just 34 "outstanding funds accessible to individual investors"
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Press Release
May 6, 2019
Praxis Impact Bond Fund now part of Intermediate Core category
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Press Release
April 11, 2019
Included as one of 10 International Stock Funds for 2018
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Press Release
April 1, 2019
Nine specialist ESG firms highlighted for uniformly supporting climate-related resolutions
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Press Release
March 6, 2019
"Our unique structure empowers advisors to build their practices as they see fit."
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Press Release
March 5, 2019
Thirty Percent Coalition advocates for diversity in the corporate boardroom
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Press Release
September 11, 2018
FundKeeper wins "Innovation in Distribution" category
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Press Release
August 28, 2018
Baird Core Plus Bond Fund, Baird Aggregate Bond Fund and Baird Mid Cap Fund selected
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Press Release
April 30, 2018
Linedata (Euronext Paris: LIN), is launching a new version of its fund accounting platform, Linedata Mfact 11.3, streamlining and automating key operational processes to deliver increased efficiency for users.
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Press Release
April 12, 2018
Firms recognized for fundVISION™, a consolidated platform for mutual funds powered by FundKeeper technology
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Press Release
February 16, 2018
Global Banking & Finance Review announces the list of winners for its annual awards Program 2017.
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Press Release
February 8, 2018
FinFolio adds electronic trading to Autopilot, Riskalyze's Automated Account Platform. Straight-through processing will be available to Royal Bank of Canada clients in Q1'18 and to Riskalyze's other 20,000 clients in the months to follow.
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Press Release
October 2, 2017
New FundKeeper Platform Recognized as Innovative Solution
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Press Release
September 14, 2017
This resource is a concise guide for retail, non-accredited investors exploring investment options such as mutual funds, ETFs, and direct ownership of stocks, as well as information on seeking professional investment help.
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Press Release
September 13, 2017
Kristen is proud to be one of LPL's more than 14,000 LPL advisors registered nationwide.
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