Announcements

Industry News
Firm To Acquire London & Capital

The London & Capital management team will continue to lead the business.

06.16.22
People Moves
Loyola Trustee & UBS Senior V.P. Dies

Trustee served on the Baltimore-based university’s investment committee for years before joining its board of trustees in October 2018.

06.09.22
People Moves
Global Investment Consultant Announces Leadership Changes

The firm will see a co-founder step down from its executive committee, while various heads of international regions and countries are retiring and transitioning away from the roles.

06.09.22
Announcements
Southern University Appoints Four New Trustees

The board does much of its work through standing committees that include  finance, audit, compensation and organizational development and the Rice Management Company.

06.09.22
People Moves
Investment Advisor Adds Institutional Consultant

The Midwestern investment advisor has hired an institutional consultant to enhance its services to institutions in Illinois, Missouri and Wisconsin.

06.09.22
ESG
SEC Proposes New Rules Enhancing ESG Disclosures

The regulatory body proposed amendments to rules and reporting forms for investors to categorize certain types of ESG strategies broadly and require funds and advisers to provide more specific disclosures based on the ESG strategies they pursue.

06.09.22
People Moves
Northern Trust Names Western Michigan President

The wealth management firm has appointed a senior managing director and president of Western Michigan to lead its team in delivering holistic advice and client service to foundations and endowments.

06.09.22
People Moves
Mid-Atlantic University Reviewing Admin. Structure As CFO Set To Leave

The university is developing a new administrative structure to bolster the organization as its executive v.p. and cfo is set to leave the institution at the end of the month.

06.09.22
People Moves
Pacific Northwest Investment Consulting Firm Hires Consultant

The firm hired a consultant from another investment consulting firm to lead its investment management research efforts.

05.26.22
Industry News
Investment Institute Launches Foundation To Support Financial Advisor Diversity

The institute has launched a foundation to promote diversity in the financial advisor profession through scholarships.

05.26.22