Multi-Asset/Investment Advisor
Firm will have 19 offices nationally with over 300 team members after the transaction closes.
A Southern education plan is searching for a firm to analyze and revise its investment strategies.
The district has issued an investment advisor RFP.
He will help grow the sustainable multi-asset solutions team.
A Southwestern county has issued an RFP seeking an investment manager to handle its investment portfolio and devise investment strategies.
A college foundation based in Western Canada has issued an RFP seeking an investment manager for its portfolio alongside an operating reserves portfolio for the college.
A college based in Canada is seeking firms to provide investment advisory and management services as part of a review of its services.
A 529 plan in the Mid-Atlantic region made a hire in its search for an investment advisor for its three plans totaling more than $9 billion last month.
The township hired a new investment advisor for its pension plans at a meeting this week.
Nonprofits are increasingly testing the waters for a new advisor as their fiduciary responsibilities have grown more complex.