Steward Partners Global Advisory has agreed to acquire Harmony Private Wealth.
An institution in Canada has canceled its search for a firm to provide investment management and advisory services for its investment portfolio, but may look to reissue an RFP in the future.
A foundation based in the Mid-Atlantic region has issued an RFP seeking an investment manager to oversee its portfolio.
A Southern workers’ compensation fund has reissued an RFP seeking an investment manager to handle its self-insurance fund investments.
A West Coast city is searching for a firm to manage its $68 million investment portfolio.
Pathstone has agreed to acquire Cornerstone Capital Group, the firms announced.
A state fund based in the Midwest rehired the program managers for its multi-billion portfolio last week.
An endowment in the South has hired a new founded investment management and wealth advisory firm.
A California county treasurer has chosen an investment advisor for the county’s $10.2 billion investment pool.
A Southwestern county is searching for a firm to manage and advise on $168 million in operating and capital funds.