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Asset managers have taken notice of the the proliferation of alternative mutual funds in the retail and institutional channels and have changed their game plan accordingly.
April 3 -
The bank hired a new wealth management advisor, trust officer and senior portfolio manager in the Minneapolis office of the Private Client Reserve.
April 2 -
Mary Schapiro, the former chairman of the U.S. Securities and Exchange Commission, has joined Promontory Financial Group as a managing director and chairman of its governance and markets practice.
April 2 -
Baldwin Brothers, a Massachusetts-based wealth management firm and family office with $1 billion AUM, launches sustainable wealth management platform, Arjuna Capital.
April 2 -
Four advisors with over $3.7 million in total production have jumped to Morgan Stanley from Wells Fargo and Merrill Lynch.
April 2 -
Alternative mutual fund shop Simple Alternatives has added Clark Jones as a portfolio manager expanding the investment team managing the firms flagship S1 Fund (SONEX).
April 2 -
Dynasty Financial Partners, the fast-growing outsourcing provider for high-end wealth managers and breakaway brokers, is expanding its reach in the Midwest.
April 2 -
Logan Circle Partners, a subsidiary of Fortress Investment Goup, said Monday that it has hired a Goldman Sachs Asset Management (GSAM) lead investment officer to head a new growth equities team.
April 1 -
Pioneer Investments last month unveiled a new portfolio management team for Pioneer Emerging Markets Fund (PYEFX) and Pioneer Emerging Markets VCT Portfolio (VPIEM1V).
April 1 -
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April 1
