Industry News
The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.
The foundation has named its next president, effective January 2024, after its current head announced in the first quarter of 2023 that they would retire following 18 years in the role.
The trust has launched its search for its next v.p. and cio due to the impending departure of its investment head, while also searching for a director of investment operations and investment analysts.
The global investment manager has hired a leader for its U.S. wealth management team.
The 2024 U.S. presidential election is causing anxiety for many investors that are concerned about the impact it will have on their finances, a new study finds.
The pension plan expects to interview finalists at a Jan. 19 board meeting.
Two new roles will position the firm to capture growing opportunities in the structured products and wealth management channels.
Institutional investors have become increasingly attracted to opportunistic and special situations investments across the broad real estate and credit sectors due to interest rate hikes and capital market dislocation, which the industry finds will likely continue into 2024.
When it comes to asset managers’ integration of ESG factors, larger firms tend to have a leg up on their smaller peers when it comes to the amount of resources available, according to inaugural analysis from investment consultant Callan.