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The new recruits expand the firm’s presence in New York.
January 27
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Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.
January 27
Solutions With Sonya -
Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.
January 27
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President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.
January 27
NICSA -
Fidelity Investments, Invesco and American Century Investments are among those pitching rival visions for ETFs that disclose their holdings like mutual funds.
January 27
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Sonya Dreizler is a speaker, author, consultant and subject matter expert on Impact Investing, ESG, and SRI, and author of the widely acclaimed
Do Better series . She is the founder of Solutions With Sonya and a former financial services CEO with more than 15 years of industry experience. Her clients include RIAs, BDs, custodians, mutual fund families and fintech firms. Follow her on Twitter at @SonyaDreizler.January 27
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It’s been a long tail for the firm that began with the 2016 revelation that employees had opened millions of fake accounts to meet sales goals.
January 27
