Industry News

Trends
Nonprofit News Special Report 2025: Traditional Investments Outlook

Investors and allocators approached 2024 with an optimistic outlook, anticipating that inflation had peaked and would continue to reverse course, and they were rewarded as the Federal Reserve cut rates and equity and bond returns ended up firmly in the green. The year ahead, however, leaves investors with questions on how to navigate a market where valuations appear full and few assets appear cheap.

01.09.25
People Moves
Northeast Institution Seeks Managing Director To Lead VC Initiatives

The institution is seeking a managing director to spearhead investments in oncology-focused startups and source, evaluate and negotiate early-stage investment opportunities.

01.08.25
Industry News
Investment Consultant Absorbs Two RIAs

An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.

01.08.25
People Moves
Investment Consultant Expands Leadership Team

The firm has expanded its executive leadership team by promoting three v.p.s to head of client development, head of human resources and office services and general counsel.

01.08.25
People Moves
Domain Timber Announces Leadership Changes

Domain Timber Advisors made a series of leadership changes effective Jan. 1.

01.08.25
People Moves
PFM OCIO Distribution Head Departs

He was appointed to the role in 2023 for the institutional outsourced cio practice of U.S. Bancorp Asset Management, housed within PFM.

01.08.25
Industry News
MetLife Investment Mgmt. To Acquire Three PM Teams From Mesirow

The deal will see approximately $6 billion in assets transferred to MetLife Investment Management.

01.08.25
People Moves
Growth-Oriented Equity Manager Appoints Two MDs

The firm has promoted two team members as managing directors on its healthcare and investor relations teams.

01.08.25
People Moves
Consultant Names New CEO, Hires RIA-Focused Senior MD

The firm has named a new president and ceo after hiring a senior managing director within its RIA-focused business.

01.08.25
People Moves
Western Consultant To See Senior V.P. Retire As Another Departs

A senior v.p. responsible for leading the consultant’s Denver office will retire in the first quarter as a fellow senior v.p. at the branch left the organization.

01.08.25