William Perkins has been tapped to head the Northeast Investments Management Group of PriceWaterhouseCoopers, the company announced last week.
Perkins will oversee the Northeast division of the group, which serves more than 3,000 U.S. Mutual Funds with $3.2 trillion in assets under management. Perkins will report to Chip Voneiff, who heads the company's Investment Management Industry Group.
The 52-year-old executive has been with the firm for nearly two decades.
During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.
Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.
Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.
The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.
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The wealth program at Kinecta Federal Credit Union is changing brokerage, RIA and custodian as the industry fights for recruits of all sizes in the channel.
