Morningstar Indexes has named Thomas Kuh as its global head of ESG strategy, reporting to Rolf Agather, the group’s global head of research and product.
Kuh “will help further accelerate sustainable investment initiatives” for the global index provider, the company said in a release.
With more than 30 years of experience in indexing and sustainable investing, Kuh most recently was president of Benchmark ESG Consulting, and head of index at Truvalue Labs.
Earlier he served as managing director of indexes at KLD Research & Analytics, as head of indexes at RiskMetrics Group prior to its acquisition by MSCI, and then as executive director of ESG indexes at MSCI, where he led and grew the ESG index business.
Kuh also serves as an advisory board member at the Journal of Impact & ESG Investing.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
