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The U.S. Securities and Exchange Commission (SEC) on Wednesday published a staff bulletin that seeks to clarify how broker dealers and investment advisors must address conflicts of interest when providing advice and recommendations to investors.
The university hired a managing director from a family office to serve as its cio as its first investment head is set to retire at the end of the year.
The mid-Atlantic outsourced cio has hired a managing director for its client portfolio management team from a large Northeastern university.
The firm has hired a v.p. and regional director to partner with financial intermediaries, including broker-dealer advisors, registered investment advisors and private wealth managers in the Southeast region.
Survey finds that outsourced cio support can be crucial in helping institutions achieve their ESG goals.
The foundation strives to drive the global integration of impacts in financial analysis to promote effective resource allocation and achieve long-term financial stability.
The state treasurer will review Unilever before deciding to invest with the company again after divesting from the company last year due to a violation of state law.
The firm launched a new asset management and distribution platform for the 529 plan after being hired as its asset manager in the first quarter.
The fund approved a new strategic asset allocation for its liquid account in June, increasing targets across its equity portfolio as well as core bonds through the elimination of a fixed-income allocation.
The university added four new trustees, two of which work at investment managers.