News

People moves: Dynasty hires Leumi exec, Hilliard Lyons names president

The comings and goings of the private wealth space.

Max Viscio 25 May, 2017

Acadian launches EM ESG strategy

Acadian Asset Management has launched an actively managed emerging markets fossil-free strategy.

Noah Zuss 25 May, 2017

Bernanke bullish on economy, bearish on Trump

Former Fed Chairman Ben Bernanke gives his thoughts on the markets and President Trump.

Max Viscio 17 May, 2017

FINRA fines Trump Securities over personal trading, customer IDs

No, it’s not affiliated with Donald Trump.

Peter Rawlings 15 May, 2017

Fiduciary Trust expands in NoVa

Fiduciary Trust has expanded its operations by opening an office in Arlington, Virginia.

Max Viscio 15 May, 2017

Another CTC | myCFO vet joins NEPC

NEPC has made another private wealth hire from CTC | myCFO.

Max Viscio 15 May, 2017

Bay Area firm joins Focus

Focus Financial Partners has added Bordeaux Wealth Advisors to its network.

Max Viscio 10 May, 2017

Fidelity Names Family Office Chief

The moves following the retirement of Ed Orazem, who has led the group for the past eight years.

Max Viscio 10 May, 2017

iCapital expands alts platform to accredited investors

iCapital Network is expanding its platform to offer alternative investments to accredited investors.

Max Viscio 27 April, 2017

Athena hires NY chief, plans California office for 2018

Massachusetts-based Athena Capital Advisors has hired a head for its New York City office.

Max Viscio 27 April, 2017

Mnuchin offers Volcker rule fix

Treasury Secretary Steven Mnuchin has begun sketching how to define compliance with the Volcker rule.

Stan Wilson 27 April, 2017

BDO adds Form ADV tracking to platform

BDO has added real-time monitoring of Form ADV filings to its eConnaissance due diligence platform.

Max Viscio 24 April, 2017




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