Active ETFs, international funds, and long-duration bonds emerged among top beneficiaries of May asset flows.
The investment giant's newest exchange-traded fund offers low-cost exposure to a diversifying liquid alternative strategy.
The private capital provider looks to make good on its promise as a lifecycle partner to advisors as it hires the former M&A head at Hightower Advisors.
Meanwhile, Wells Fargo reels in a veteran from JPMorgan in Las Vegas, Nevada.
Also in the West Coast, San Francisco-headquartered Parallel Advisors has bolstered its leadership with two executive hires.
Eddie Brown from Pathstone discusses his "energizing" first six months as CGO, the biggest hurdles confronting family offices today, and the "inside out game" of growth.
Annual survey research shows increased adoption of alternatives including listed REITs and SMAs, with ESG funds falling by the wayside.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
Torrance, California-based EP Wealth welcomes a $900 million team in Idaho as Merit adds its first office in Utah.
