The events of 2020 led Natixis to implement several new initiatives, including creating a social justice matching-gift program, supporting the global expansion of MADE, the firm’s Boston-based group supporting racial and ethnic diversity, and incorporating shared values-based leadership training.
The four-adviser, eight-person Hambleton Fieler Group is based in Cincinnati, Ohio, and will be Rockefeller's first private wealth team in Ohio.
Main Street Financial Life Advisors, founded in 1999 by J. Joseph Roman, is based in Moorestown, New Jersey.
A financial adviser at Raymond James, York focuses on financial literacy and partners with another young adviser to hold education sessions for minority and women’s groups.
Schroders survey shows that more Americans worry about the Netflix lineup than finances or investments.
The number of of the regulator's disciplinary actions held steady, according to an Eversheds Sutherland analysis.
The four-person, two-adviser unit will partner with an existing group at UBS Private Wealth Management in Kenwood, Ohio.
The active fund for US investors will try to beat a global index, the MSCI All-Country World Index.
The insurance company's chief growth officer succeeds Walter White, who will retire at year-end.
Hellman & Friedman, which bought a stake in Edelman in 2015 and combined it with Financial Engines in 2018, will remain majority shareholder.
