Announcements

Industry News
Wealth Manager Names Business Development Executive V.P.

A global wealth manager has appointed an executive v.p.

01.29.20
MRI/Social Investments
New Investment Fund Targets Minority-Owned Businesses

A new investment fund will support minority-owned businesses in a Midwestern state.

01.29.20
Industry News
Investment Firm Promotes Three Staff

A private investment firm has announced the promotion of three staff members.

01.29.20
Industry News
Wealth Manager Snags Mgmt. Team From Financial Firm

A wealth management firm has brought on former employees from a financial firm and opened a new company.

01.22.20
Industry News
Ivy League Management Company CEO Retiring

The ceo of an Ivy-League management company will retire later this year.

01.16.20
Industry News
Asset Manager Names New Partner

An asset management firm has elected a new partner at the firm.

01.15.20
People Moves
Mid-Atlantic Firm Names Client Portfolio Strategist

A Mid-Atlantic-based firm named a chief portfolio strategist for its outsourced cio team.

01.10.20
Surveys/Studies
Nonprofit Investment Committees And Portfolios Adjusting With A Complex Investment Market: SEI

Nonprofits expect to focus on governance and best practices within their investment committees as means to better achieve their overall missions, according to a new SEI study.

01.09.20
Administrator/Record Keeper
Florida University Consolidates Savings Plan Record Keepers

A Florida university has consolidated its savings plan to two record keepers.

01.09.20
Industry News
Wealth Management Firm Acquires Investment Advisor

A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.

01.09.20