The consulting firm appointed its partner and cio as president, effective Jan. 1, that will eventually take over the ceo role to start 2027 as the current ceo moves to a senior advisory role.
A shifting institutional landscape is forcing asset managers to adjust their distribution tactics, according to Cerulli Associates’ most recent report.
Wealth and asset management firms are advancing in AI, which a new global study finds will revolutionize the sectors and transform how they operate, serve clients and generate value.