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Mergers and acquisitions | Financial Planning

Mergers and acquisitions | Financial Planning
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Wealth Enhancement Group to buy Carroll Financial Associates

Wealth Enhancement Group to buy Carroll Financial Associates
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Wealth Enhancement Group Acquires $4.7 Billion North Carolina Firm

Wealth Enhancement Group Acquires $4.7 Billion North Carolina Firm
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Carroll Financial Announces Launch Of Adaptive Wealth Strategies U.S. Risk Management Index

Global X Funds, the New York-based provider of exchange-traded funds (ETFs), recently launched the Global X Adaptive U.S. Risk Management ETF ( NYSE: ONOF). The fund will track the Adaptive Wealth Strategies U.S. Risk Management Index, (AWSRSK), which seeks to navigate various market conditions by dynamically allocating between equity or fixed income exposures. Our Adaptive Wealth Strategies U.S. Risk Management Index employs four technical indicators to dictate the percentage equity exposure we own at any given time. The underlying indicators utilize trend-following, behavioral, and technical aspects that have academically sound investment philosophies and significant historical advantages designed with the goal of reducing risk. Our concept employs a moving average, drawdown, MACD, and volatility as indicators to move between equity and fixed income exposure. Each indicator receives an equal vote in the strategy. The end goals of the strategy are to remain inves

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