As CIO, Welch brings more than 25 years of experience, including time at WisdomTree and Dynasty Financial Partners.
The ultra-high-net-worth RIA’s latest hire comes with experience from TIAA/Nuveen, UBS, Barclays, and the Federal Reserve Bank of New York.
Pulse survey of advisors by Blackstone finds overwhelming majority allocated to private markets, and factors in manager selection.
Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.
Douglas Rothermich joins the firm from TIAA, where he had oversight of all HNW planning, and worked directly with clients holding more than $1B in assets.
The organization revealed Gwen Weithaus, who has more than 30 years' experience, as the new compliance chief for its investment services arm.
The firm fell short of its fiduciary duty by paying customers dismal rates compared to what’s available in the market, according to class action.
The three-decade veteran will lead the continued growth of the Focus Financial partner firm’s investment platform.
Survey of retired Baby Boomers unpacks ongoing retirement income reliance, significant financial stress, and intentions for inheritance.
With more than 25 years’ experience, the newest addition to the broker-dealer’s employee advisor channel managed north of $250M at Ameriprise.
