MyRoboAdviser’s™ New User Experience: MyRoboAdviser’s user interface has recently been updated with a new fresh look, intended to help improve the client experience. The improvements were based upon customer driven feedback. A new tool for retirement planning has also been added. Three major elements have changed and...
Endowment Index™ Declines 0.36% During Q1 2018 The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) declined .36% (on a total return basis) for the quarter ended March 31, 2018. This compares to the S&P 500, which fell 0.76% for the same period. Link to Print...
APPLETON, Wis., Jan. 8, 2018 /PRNewswire/ -- The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) gained 17.6% (on a total return basis) for the year ended December 31, 2017. This compares to the S&P 500, which gained 21.8% for the same period. The Index began the year at...
APPLETON, Wis., Oct. 6, 2017 /PRNewswire/ -- The Endowment Index™calculated by Nasdaq OMX® (symbol ENDOW) closed at an all-time high of 1,215.48 to end the third quarter of 2017, an increase of +4.07% on a total return basis over its 2Q closing price. Comparatively, the S&P...
Led by private equity and broad-based global equities, the Endowment Index™calculated by Nasdaq OMX® powered 3.80% higher for the second quarter of 2017. Continuing upon the +4.95% gain posted in Q1, the Index has gained 8.94% through June 30th. Read the text of the below...
While not without some volatility and market challenges such as the early year swoon and the "Brexit" scare, 2016 is ending on a high note for investors. Most major US indexes, as well as the Endowment Index™ are closing near all-time, or multi-year highs. The...
August 3, 2016. APPLETON, Wis.---ETF Model Solutions™ has been named a finalist for the Wisconsin Innovation Awards for the development of its automated investment service, www.MyRoboAdviser. com. MyRoboAdviser.com is an online investment service that provides automated, goals-based investment advice directly to individuals through any internet-connected device. MyRoboAdviser.com...
APPLETON, Wis, June 21, 2016 / PRNewswire/-- ETF Model Solutions™ has been honored as a finalist for the WealthManagement.com Industry Awards in the "Asset Manager-ETF Strategist" category for 2016. WealthManagement.com's Awards Program recognizes firms that are contributing to advisor success in various categories. By acknowledging outstanding...
It’s no secret, robo-advisers are on the rise. A robo-adviser is an online wealth management service that provides automated, algorithm-based portfolio management, often at less than half the fees of traditional brokerage services. These newer services are expected to manage as much as $2.2 trillion...
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