Thrane was most recently with
In her new position, Thrane will focus on high-net-worth clients and institutional accounts. She now reports to John Nussbaumer, director of client services for Shaker Investments.
With approximately $2 billion in assets under management, Shaker Investments manages a small/mid-cap growth equity strategy, offshore and onshore hedge funds, and a recently introduced mutual fund.
Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.
A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and their clients' estate plans.
It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.
Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.
Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.
The partnership between the long-established bank and the fintech brokerage will handle the development of the government-owned account platform behind the new government-seeded retirement accounts for children.
