Industry

Advisors' tech priorities -- and needs -- have shifted dramatically over the last 18 months, says Steven Crosby, head of PricewaterhouseCooper’s U.S. wealth management unit.

Nationwide Financial has beefed up its mutual fund portfolio by adding 17 new equity and bond funds from HighMark Capital Management worth some $3.6 billion in assets.

A capable and conscientious advisor can support small business clients by helping eligible entrepreneurs establish an Employee Stock Ownership Plan.

Legg Mason has announced a series of executive appointments and departures following the hiring of Joseph Sullivan as its president and chief executive officer.

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.

The bank hired a new wealth management advisor, trust officer and senior portfolio manager in the Minneapolis office of the Private Client Reserve.

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.

Baldwin Brothers, a Massachusetts-based wealth management firm and family office with $1 billion AUM, launches sustainable wealth management platform, Arjuna Capital.

Four advisors with over $3.7 million in total production have jumped to Morgan Stanley from Wells Fargo and Merrill Lynch.

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).