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News

Extensive and timely coverage of the institutional industry.

In The News
$300 Million Wealth Management Practice Joining Cetera Network

Cetera announced today that Brumbaugh Wealth Management, a Pennsylvania-based wealth management firm with more than $300 million in assets under management, is affiliating with Cetera Advisor Networks through a relationship with AdvisorNet Financial.

08.04.21
Hedge Funds
Crestline Appoints MD, Trading Head

He will lead global trading and manage an index strategy.

08.04.21
Industry News
Midwest College Snags Partner From New England Health System

A college based in the Midwest has hired a senior partner from a New England-based health system.

08.03.21
People Moves
New England Plan Names New CIO

The plan hires its new cio from a large West Coast plan.

08.03.21
Multi-Asset/Investment Advisor
Northeast Plan Searching For Investment Mgmt. Services

The plan has issued an RFP seeking investment management services.

08.03.21
Alternatives
Western State Plan Discloses New Private Markets Commitments

The plan disclosed various second quarter commitments in private markets totaling $300 million.

08.03.21
People Moves
Vista Equity Partners Promotes President

The new President retains existing COO responsibilities.

08.03.21
People Moves
P4G Hires Business Development Head

He will lead the private equity firm’s origination efforts.

08.03.21
People Moves
KBI Global Investors Taps Senior V.P.

He will be responsible for business development on the East Coast.

08.03.21
Consultant/OCIO/Discretionary
New England Selects Hires A/A Consultant, Passive Mgr.

The plan concluded a consultant search initiated last year and gave $1 billion to a manager.

08.03.21
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Editor Picks
Midwest Pension Begins Investment Consultant Search UBS Asset Mgmt. U.S. Real Estate Head Departs Texas Pension Swaps Global Equity Managers
Searches And Hires
Midwest State Pension Hires International Equity Managers Midwest Pension Begins Investment Consultant Search Northeast Authority Conducting Investment Advisor Search

Financial Investment News is a key service provider for the asset management and financial services industries. For further details on our offerings, contact Victoria Dorage at [email protected]

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