The board of the Institute for Portfolio Alternatives, a Washington-based alternative investment trade group, has appointed Anya Coverman as its president and chief executive.
Since 2017, Coverman has served as the group's senior vice president of government affairs and general counsel, leading its legislative, regulatory and legal initiatives, including the creation of its political action committee.
Prior to joining the IPA, she was the deputy director of policy and associate general counsel at the North American Securities Administrators Association. Coverman has also practiced corporate and securities law at Greenberg Traurig in Washington.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
