The firm's Trading Activity Index reveals slight uptick in buying.
The asset manager is bringing all of its US wealth investment brands under one name.
The asset manager sees significant opportunity in infrastructure and real assets.
The Charlotte, North Carolina-based firm will join Guardian Capital.
John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.
The firm is creating a new institutional business unit.
The firm has added its first private advisor team in Richmond, Virginia.
If the industry can overcome some major hurdles, it could be.
The 15-year-old firm’s leaders looking forward to focusing on client relationships.
The Washington team was attracted to the autonomy and financial planning capabilities the firm offered.
