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The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.November 19
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Many larger firms have found this investment has raised the quality of service for their clients. But what if you're a small firm?November 1
Founder & Managing DirectorCruz Consulting Group
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The move comes amid years of mediocre returns posted by hedge funds, prompting investors to pull money and demand lower fees.October 30
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The Iowa Public Employees’ Retirement System is yanking the $386 million it has invested after the billionaire made vulgar comments at an industry conference.October 21
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The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.October 16
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The decommissioning of redundant measures outweighed the creation of new benchmarks, according to a new report from the Index Industry Association.October 16
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Inspired by the founder’s unique vision, this journalist leaped to the business side.October 11
Founder and presidentIdea Refinery
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The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.October 9
President and CEONICSA
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“We need someone with a deep understanding of BlackRock, our business and, above all, our culture,” CEO Larry Fink wrote in a memo.October 8
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Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.October 8
