Tia Counts has been appointed chief diversity officer of MSCI Inc., a new role for the index creator and provider of other investment tools and services.
Based in London, Counts will be responsible for aligning MSCI’s diversity, equality and inclusion goals with business outcomes. As an attorney, she previously served as global head of diversity and inclusion for JP Morgan’s asset and wealth management business and its global corporate and investment bank.
She earlier held a variety of senior roles at Morgan Stanley in New York and London.
[READ MORE: Three principles for inclusive leadership]
LPL's latest addition, a San Diego team defecting from RBC, represents a milestone for the broker-dealer giant's Strategic Wealth model for wirehouse breakaways.
The new legislative proposal, which includes more aggressive cuts to Medicaid and a lower SALT cap, threatens a goal of passing President Trump's tax-cut legislation by July 4.
The deal for the Audax-backed RIA based in Boston gives Osaic a strategic foothold to attract more advisors and clients across the wealth spectrum.
‘Revenge tax’ on foreign investors could be scrapped in new version.
Veteran legislator helped set the standard for derivatives regulation.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
