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Keyword: Platform-traded funds

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The firm’s investment fund clients can now offer PTF versions of their funds on NEO Connect

  • By: IE Staff
  • October 4, 2019 October 17, 2019
  • 14:11
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The new PFT will utilize the NEO Connect platform

  • By: IE Staff
  • September 11, 2019 October 17, 2019
  • 12:36

It's the first fund dealer to offer its reps direct access to platform-traded funds

PTFS: Where are they now?

A mutual fund innovation waits for its moment in the sun

People Working Finance Stock Exchange ConceptPeople Working Finance Stock Exchange Concept

Fee model aligns manager profitability with the results achieved by clients

  • By: IE Staff
  • February 19, 2019 October 17, 2019
  • 10:00
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The fund allows accredited investors only to purchase units for self-directed registered accounts

Businessmen trading stock looking at graphs indexes and numbers on multiple computer screens

Advisor network gains access to NEO connects platform-traded funds

Businessmen trading stock looking at graphs indexes and numbers on multiple computer screens

NEO Connect and Univeris partner to expand platform to mutual fund dealers

Businessman calculating and checking articles of agreemen

Two funds get new risk ratings

  • By: IE Staff
  • February 26, 2018 October 17, 2019
  • 10:00