The Epiphany Funds Trust has appointed Mutual Shareholder Services as its transfer agent, administrator and fund accounting firm effective November 1, according to a Securities and Exchange Commission
The trust is made up of a trio of funds: Epiphany FFV Fund; Epiphany FFV Latin America Fund and the Strategic Income Fund, which bet on companies aligned with fundamental Christian moral and ethical principles.
Trinity Fiduciary Partners serves as the trust’s investment advisor.
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
After a mixed quarter for the firm's wealth unit, CEO Ron Kruszewski predicted that the Fed may cut rates zero or just once or even hike them in 2024.
The U.S. Chamber of Commerce and other business groups contend the Federal Trade Commission has exceeded its authority in nullifying contracts that prohibit employees from switching jobs to competitors.
Retirement doesn't have to mean scrimping and saving. Here are five parts of the country where seniors are living large in their golden years.
Advisor360° names former MassMutual exec Mike Fanning as its new CEO
