Cohen & Steers has appointed a new head for its Wealth Management Consulting Group.
With 20 years of financial services industry experience, Daniel Noonan joins the firm as a senior vice president with a focus on the RIA, broker-dealer, U.S. private bank, multi-family office, OCIO and retirement channels.
Noonan was previously senior managing director and head of Enterprise Wealth and Private Capital Group at Nuveen since 2022 and has also been EVP and head of ETF sales at Pimco and managing director and head of Wealth Management Sales at State Street Global Advisors.
"Our Wealth Management Consulting Group continues to be a key organic growth driver for our firm as we innovate new strategies and solutions across real assets and alternative income,” said Dan Charles, head of Global Distribution. “Dan's experience, particularly within the private wealth channel, will be critical as we expand our firm's capabilities across both listed and private real estate."
Cohen & Steers has a focus on real assets and alternative income and CEO & president Joe Harvey says this is a potential growth area for advisors.
"We see an opportunity for financial advisors and their clients to embrace real assets in the new macroeconomic regime characterized by higher inflation, higher interest rates and increased market volatility. Under Dan's leadership, the Wealth Management Consulting Group will continue to help financial advisors meet their clients' needs using real assets to pursue attractive risk-adjusted returns and diversification."
AI is no replacement for trusted financial advisors, but it can meaningfully enhance their capabilities as well as the systems they rely on.
Prudential's Jordan Toma is no "Finfluencer," but he is a registered financial advisor with four million social media followers and a message of overcoming personal struggles that's reached kids in 150 school across the US.
GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting tool for RIAs.
The Texas-based former advisor reportedly bilked clients out of millions of dollars, keeping them in the dark with doctored statements and a fake email domain.
The $3.3 trillion tax and spending cut package narrowly got through the upper house, with JD Vance casting the deciding vote to overrule three GOP holdouts.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.