People Moves
Callan Announces 22 New Employee Shareholders

60% of Callan employees are now shareholders, the firm said.

10.20.21
Multi-Asset/Investment Advisor
West Coast City Issues Investment Mgr. RFP

A West Coast city is searching for a firm to manage its reserve investment pool.

10.20.21
In The News
New Mexico Considers Retirement 'Double Dipping' For Police

Legislators are drafting a plan to ease restrictions against retired police officers coming back to work, in an effort to add law enforcement officers across New Mexico in the midst of a labor shortage.

10.20.21
In The News
Bond Investors Face Year Of Peril With Few Places To Hide

While inflation is eroding the value of bonds’ fixed payments, central banks are pulling back on debt purchases.

10.20.21
In The News
Nationwide, Capital Group And Annexus Retirement Solutions Set To Launch Next Evolution In Target Date Series

In response to the SECURE Act, these industry leaders have launched an innovative new target date fund series designed to help plan participants optimize accumulation during their working years and maximize lifetime income in retirement.

10.20.21
In The News
EQT Launches Impact-Driven Longer-Hold Fund

EQT strengthens commitment to drive positive impact by launching the EQT Future fund, targeting longer-hold investments in mature companies with market-shaping impact potential.

10.20.21
People Moves
SURS Begins Executive Director Search

The executive director is responsible for the strategic direction of the organization.

10.19.21
Searches And Hires
Mid-Atlantic School District Seeks Bundled Provider

A Mid-Atlantic school district is searching for a bundled provider for its 403(b) and 457(b) plans.

10.19.21
People Moves
Monroe Capital Promotes President

He will oversee and implement Monroe’s long-term growth strategies.

10.19.21
People Moves
Hilton Capital Appoints Sales MD

She will work with the sales and marketing and investment teams to support the firm’s continued growth.

10.19.21