Industry News

People Moves
Advisors Asset Mgmt. Taps Alts Solutions Head

She directs the creations, education and accompanying support of AAM’s expanding alternative product offerings.

09.20.24
Profiles
Commonwealth Financial Network Growing To Meet Client Needs

The firm has seen record growth in recent years, including onboarding 292 advisors to both new and existing practices across its network in 2023.

09.19.24
People Moves
HCI Equity Partners Adds Associate

He will help evaluate, analyze and monitor investments made by the firm.

09.19.24
People Moves
Verus President Departing For Financial Services Firm

The investment consulting firm’s president is leaving the firm at the end of the month for a global leadership role at a financial services firm.

09.18.24
People Moves
Midwest University Looking To Add To Investment Team

The university is looking to add an investment manager to primarily assist with sourcing, researching and recommending equity-oriented investments.

09.18.24
People Moves
Sustainable Real Assets Mgr. Hires Head Of Impact

The firm has hired for the newly created role of head of impact to lead comprehensive impact efforts at the firm level and across its portfolio.

09.18.24
People Moves
Western Foundation Eyes Analysts

The foundation is searching for an investment analyst and investment operations analyst to help oversee and manage its portfolio.

09.18.24
People Moves
Northeast Trust Searching For Investment Associate

The fund is searching for an investment associate to assist in the oversight and management of its investments, including assisting with due diligence of prospective investment managers.

09.18.24
Surveys/Studies
Large Endowments Represent Best Opportunity For Managers: Report

Traditional asset managers looking to capture the growth of the endowment institutional channel will need to be highly targeted in their approach for winning mandates as new research finds large endowments with more than $1 billion in assets under management represent the best opportunity.

09.18.24
People Moves
Specialized Manager Hires Capital Markets Head

The firm has hired a senior managing director and head of capital markets to serve on its executive committee and help guide the next phase of strategic growth.

09.18.24