Two investment consulting firms will merge with a combined $180 billion in assets under advisement.
A global wealth manager has appointed an executive v.p.
A new investment fund will support minority-owned businesses in a Midwestern state.
A private investment firm has announced the promotion of three staff members.
A wealth management firm has brought on former employees from a financial firm and opened a new company.
The ceo of an Ivy-League management company will retire later this year.
An asset management firm has elected a new partner at the firm.
A Mid-Atlantic-based firm named a chief portfolio strategist for its outsourced cio team.
Nonprofits expect to focus on governance and best practices within their investment committees as means to better achieve their overall missions, according to a new SEI study.
A Florida university has consolidated its savings plan to two record keepers.