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 road ahead might get choppier, but there's no obvious reason to deviate from the path, says Federated Hermes strategist Steven Chiavarone.
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.
The new name reflects desire to attract a new generation of donors.
And those that do are not happy with what they have saved.
Despite being the most in need of open discussion, people may stay silent.
While the Fed is expected to cut once this year, the future is less certain.
Ozempic-led obesity-treatment craze boosting demand for other products.
Fed rates speculation is weakening cryptocurrency market sentiment.
BofA, Citi, Goldman, and JPMorgan must take remedial action on "shortcomings" in wind-down plans, finds regulators.
The firm’s latest C-suite hire brings extensive tech leadership experience, including nearly a decade at Schwab.
The digital estate planning firm has also tapped a Commonwealth Financial veteran to help strengthen its HNW and UHNW planning offerings.
The upcoming elections are crucial as it may have critical effects on the global economy and the country’s foreign policy
Investment Adviser Association report provides a snapshot of advisory firms.
Former wirehouse employee says he is ready to expand his practice.
But asset allocators are concerned about concentration.
Traders are expecting the ECB to ease monetary policy.
James Bullard says CPI data supports September easing.
