The asset manager wasn’t aware of the decision until reading about it in a statement from Florida Chief Financial Officer Jimmy Patronis.
The groups that Hassan will take responsibility for were previously part of the global wealth-management operation.
There are many ways financial advisers can protect elderly clients from financial abuse. The first trick is to spot it.
Ginsburg Financial Advisors, founded in 1981, is based in Oakland, California.
The addition of the ultra-high-net-worth multifamily office pushes Mercer's assets near $40 billion.
In the wake of the devastation caused by Hurricane Ian, future retirees ought to factor 'Florida risk' into their retirement decision-making.
It can be hard to keep direct-index portfolios from 'drifting' from their benchmark index as stocks are swapped in and out.
BlackRock was among the financial firms stung by the bankruptcy of the crypto exchange, having invested roughly $24 million in FTX through a fund of funds.
Dana Vietor of Independence, Iowa, had solicited investments to buy a building in Dallas to house cancer treatment and other equipment.
The new report cites 24 areas of focus for Catholic-values investing, some of which overlap with ESG investing.
The accounts are to be used in retirement plans, and Stadion Money Management will serve as the program's fiduciary.
Chairman Colm Kelleher said the bank has been slow to identify cross-selling opportunities to wealth management clients.
Even if you have no plans to sell, taking these steps will mean you're running a better business.
Next Gen advisers want to know that their investment in their careers is also an investment in others, and in the world.
Most beneficiaries who stay in their current plans will pay more in 2023, and Medicare open enrollment, which lets beneficiaries change plans, ends next week.
The SEC chairman wants to reduce the costs of the men and women in the middle of the market. That means you, InvestmentNews readers.
The acquisition of Reno-based Sage Financial Advisors, which manages $194 million, will expand the firm’s presence in the West.
Although advisers have long avoided discussing certain subjects with clients, David Bahnsen of Bahnsen Group advocates being open with clients about such topics.
Nauset Wealth Management, based in Westport, Connecticut, was founded in 2000 by Michael Lombardo.
Thayer Potter founded Twin River Wealth Management, based on Selingsgrove, Pennsylvania, in 2017.
