Investment Services News

Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities

Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities

Zacks Professional Services (“Zacks Pro”) announces a new relationship with Concourse Financial Group Securities (“CFGS”) offering access to the extensive suite of Zacks Advisor Tools (Advisor Tools) to 500+ financial professionals.

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Advisor Tools is a web-based platform that provides investment professionals with complete access to a full suite of analytics tools and Zacks’ independent, highly regarded and proven equity research and selection tools including the predictive Zacks Rank for stocks, mutual funds and ETFs.

In addition, Advisor Tools offers a unique perspective on predicting mutual fund performance by allowing for the ability to drill down into the fund-specific characteristics that drive a fund’s Buy/Sell rating. These “Sub-Factors” provide a new level of insight into the drivers of mutual fund performance resulting in a selection process that can yield better outcomes for investors’ portfolios. Offering deeper analysis of mutual funds through the Mutual Fund Sub-Factor Analysis helps identify drivers of performance such as Short-Term Alpha, Long-Term Stock Selection, Expense Ratio and more.

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Libet Anderson, President, Investment Solutions at Concourse Financial Group Securities said: “We are pleased to be partnering with Zacks Professional Services in our ongoing efforts to provide our Financial Professionals with cutting edge, value-added tools and resources to help manage and grow their businesses. Zacks’ suite of analytical tools and research provides Financial Professionals with a powerful resource for assessing a wide range of investments and in a variety of different portfolio structures.”

“We are pleased that CFGS sees the value of Advisor Tools,” remarked Adam Cohen, CFA, Managing Director of the Zacks Professional Services Group. “We look forward to working with their financial professionals and contributing to their continued success.”

Zacks Professional Services is a business unit of Zacks Investment Research – the second largest provider of independent Equity Research in the US. Zacks award-winning research has been used by thousands of investment advisors and individual investors for over 20 years.

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