SEC’s voting guidance pullback creates uncertainty

It just got harder for mutual fund managers to rely on proxy advisory firms

Peter Rawlings 21 September, 2018

In March, the fund also swapped River Canyon Fund Management with New Mountain Vantage Advisers

Milana Vinn 21 September, 2018

The Institute of Technical Arts near Orlando, Florida, faces a breach of fiduciary duty complaint 

Noah Zuss 21 September, 2018

The Institute of Technical Arts near Orlando, Florida, faces a breach of fiduciary duty complaint 

Noah Zuss 21 September, 2018

Daniel Perrin leaves firm; Grace Hoefig now sole manager of $986.5m balance sheet fund

Julie Mansmann 21 September, 2018

The firm last year withdrew from an agreement not to sue defecting employees

Peter Rawlings 21 September, 2018

Ivy rethinks adviser segments, plans comp changes

Firm hires industry vet to target intermediaries, looks to AI to boost intel

Rheaa Rao 17 September, 2018

AllianzGI unveils brand slogan, plans ads

Firm emphasizing commitment to active management in marketing materials, at brand roadshows

Julie Mansmann 17 September, 2018

Edward Jones Bridge Builder funds swell 50% YOY

National adviser firm sees $10bn in inflows into internal funds in the last four months

Rheaa Rao 10 September, 2018

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