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June 15, 2026 13:10 ET | Source: Wallace Finance Co.

Wallace Finance Launches AI-Driven Custom Indexing and Tax Loss Harvesting for Advisors

CHICAGO, IL , June 15, 2026 (GLOBE NEWSWIRE) -- Wallace Finance Co. today announced the launch of Wallace for Advisors, a unified investing, planning, and tax alpha platform built for wealth...
June 06, 2018 08:00 ET | Source: Vestmark, Inc.

Janney Montgomery Scott Selects Vestmark’s Model Trading Service

Partnership provides outsourced model management, trading and rebalancing services to Janney Montgomery Scott. Launched in April 2018, the Service oversees $600 million in AUM across 50 managers and...