Industry News
Firm Adds Four-Person Wealth Mgmt. Team

A investment firm has added staff to its New York office.

06.04.20
Industry News
Mid-Atlantic Institution Searching For Investment Associate

A Mid-Atlantic-based institution searching for an investment associate to support investment decision making through markets and/or economic research and investment strategy and manager evaluation.

06.04.20
Industry News
Mid-Atlantic Institution Searching For CFO

A Mid-Atlantic-based institution is searching for a cfo to handle the planning, oversight, management and stability of all centralized financial activities related to its programs and operations.

06.04.20
Announcements
Firm Launches Advisory For 529 Plans

A wealth management firm has launched its own advisory platform serving 529 plans.

06.04.20
Asset Study/Review
Southern 529 Plan Reduces Equity Exposure As Part Of A/A Changes

A 529 plan in a Southern state recently opted for a more conservative asset allocation.

06.04.20
Credit/Private Debt
Midwest Fund Approves Opportunistic Credit Commitment

A Midwestern-based fund approved a commitment to an opportunistic credit strategy at its board meeting late last month.

06.04.20
Industry News
Midwest University Halts CFO Search Due To COVID-19

A Midwestern university has temporarily halted its search for a cfo due to the COVID-19 pandemic.

06.04.20
Industry News
Consultant Appoints New Investment Heads

Mercer has appointed David Fanger and Monika Freyman as its new heads of responsible investment for the U.S. and Canada.

05.28.20
Multi-Asset/Investment Advisor
New England Nonprofit Searching For Investment Manager For New Portfolio

A New England-based nonprofit has issued an RFP seeking a firm to provide investment management services for a new investment portfolio.

05.28.20
Industry News
Institutions Turn To Private Investments And ESG In Challenging Environment: Survey

Seven in 10 institutional investors say private asset returns are worth the risk.

05.27.20