A New England-based 529 plan approved a subcontract with a firm to expand the scope of its investment consulting services at a meeting last month.
A foundation based in a Southern state has hired a top staff member.
A Mid-Atlantic university is seeking an analyst to assist with the oversight of day-to-day executions of its investment operations.
A foundation in a Midwestern state has named a new president.
Managers now favor lower-cost funds and share classes due to falling fees.
The hire will oversee the manager’s sustainable investment team.
An investment advisory firm has acquired a wealth management firm.
The hire will assist with portfolio review and financial planning.
A firm has hired a director of investment stewardship for its ESG team.
A Southern university has retained its two retirement plan record keepers.