Announcements

Industry News
Investment Firm Acquires Wealth Manager

An investment advisory firm has acquired a wealth management firm.

06.17.20
Industry News
Financial Advisory Appoints V.P. And Client Advisor

The hire will assist with portfolio review and financial planning.

06.17.20
Industry News
Firm Hires ESG Team Director of Investment Stewardship

A firm has hired a director of investment stewardship for its ESG team.

06.17.20
Announcements
Netflix CEO Reed Hastings Donates $120 Million To Support Historically Black Colleges And Universities

Netflix CEO Reed Hastings and his wife, Patty Quillin, announced Wednesday morning that they have given $120 million toward scholarships at historically Black colleges and universities — the largest individual donation to the institutions to date.

06.17.20
Announcements
Northern Trust Adds Regional Director To FIA Practice

Northern Trust Wealth Management has added a regional director to its Foundation & Institutional Advisors (FIA) practice in the Northeast region.

06.11.20
People Moves
Mid-Atlantic Religious Order Names Next CIO

A religious order in a Mid-Atlantic state has named its next cio.

06.08.20
Announcements
New England University Elects New Board Members

The university elected 15 board members at its quarterly meeting last week.

06.04.20
Announcements
Investment Consultant Sells Minority Stake To Private Equity Firm

A Southern investment consulting firm has sold a minority stake of its business to a private equity firm.

06.04.20
Announcements
Firm Launches Advisory For 529 Plans

A wealth management firm has launched its own advisory platform serving 529 plans.

06.04.20
Industry News
Consultant Appoints New Investment Heads

Mercer has appointed David Fanger and Monika Freyman as its new heads of responsible investment for the U.S. and Canada.

05.28.20