In The News
DB Plans Retain Cost Advantage Over DC Plans

New research by the National Institute on Retirement Security reaffirms earlier findings on the greater cost savings and efficiencies provided by pensions as compared to defined contribution plans.

01.13.22
Industry News
Advisor Names Private Markets Head, Promotes Two Partners

The new private markets head was previously partner and director of private equity.

01.13.22
Industry News
Boston Firm Acquires RSM Wealth Mgmt. Practice

Clients of the practice will continue working with the same wealth management team and will receive the same investment advisory, financial planning and other wealth management services.

01.13.22
Industry News
Chicago Firm Acquires TC Wealth Partners

The acquired firm manages $1.7 billion in assets for endowments, foundations and other institutional clients.

01.13.22
Industry News
Asset Manager Hires Barclays VP As Investment Analyst

The hire was formerly a v.p. of foreign exchange sales for Barclays Capital.

01.13.22
Industry News
Asset Manager Promotes Sustainability Head

Appointee reports to global head of sustainable investment and to chief strategy officer.

01.13.22
Industry News
Firm Taps BNY Mellon Wealth Advisor

The company has added a senior wealth advisor focused on clients in the mid-Atlantic region.

01.13.22
Industry News
Investment Manager Adds Managing Director For Client Engagement, Sustainability

The hire will lead the diverse-owned manager’s client engagement and sustainable activities.

01.13.22
Industry News
Firm Hires ESG Head From Schroders

The hire is responsible for driving and executing the firm’s sustainable investing strategy and the management of its ESG research platform.

01.13.22
Industry News
Baltimore Consulting Firm Hires Senior Staff

The senior consultant joined from PNC’s family wealth group.

01.13.22