The firm appointed the director of research within its equity capital markets to lead its research strategy, oversee research operations and further strengthen collaboration across investment banking, sales and trading.
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.