Fidelity Charitable, the nation’s largest grantmaker, has named Jacob Pruitt its president, succeeding Pamela Norley, effective Oct. 18.
Prior to joining Fidelity Charitable, Pruitt was vice president and head of T. Rowe Price Charitable, leading the asset manager’s charitable giving strategy and donor-advised fund program. Pruitt also led the Colorado regional strategy for T. Rowe Price and was a member of the company’s Diversity and Inclusion Operating Council.
Pruitt succeeds Pamela Norley, who is retiring after leading Fidelity Charitable for five years, following more than 20 years spent in various leadership roles across Fidelity Investments.
Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.
Snowden Lane taps Pontera for held-away retirement account management, while Opto Investments enhances an Indiana-based independent RIA's private markets offering.
The $420 million RIA in Auburn Hills and Ann Arbor gives Credent its second and third Michigan locations while pushing it closer to $4 billion in AUM.
New survey reveals heightened investor concern over market volatility, retirement readiness, and the impact of tariffs on living costs.
Stifel – so far - is on the hook for more than $166 million in damages, legal fees and settlements in investor complaints involving Roberts, a 35-year industry veteran.
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.
