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Northern Trust Asset Management seeks greater diversity in trade executions
YOUR PRACTICE PRACTICE MANAGEMENT MAY 26, 2022
Northern Trust Asset Management seeks greater diversity in trade executions

Firm is seeking requests for information from minority-owned broker-dealers, as well as those owned by women, veterans and people with disabilities.

Westwood to buy Salient Partners’ asset management business
NEWS INDUSTRY NEWS MAY 26, 2022
Westwood to buy Salient Partners’ asset management business

The acquisition, which will increase Westwood’s total assets under management by 32% to $18.4 billion, will add expertise in energy, infrastructure, real estate and alternatives.

Rep managing $464 million at Morgan Stanley joins Raymond James
NEWS ADVISOR MOVES MAY 26, 2022
Rep managing $464 million at Morgan Stanley joins Raymond James

Kevin Cooper heads Cooper Family Office Consulting of Raymond James in Boca Raton, Florida.

Milliman adds emergency savings program to offering
RETIREMENT RETIREMENT PLANNING MAY 25, 2022
Milliman adds emergency savings program to offering

Through SecureSave’s platform, employees can receive matched contributions from their employer.

Cresset, Meristem merge to form $27 billion multifamily office
NEWS RIAS MAY 25, 2022
Cresset, Meristem merge to form $27 billion multifamily office

Once the deal closes, which is expected to occur within 30 days, the combined firm will have offices in 15 locations across the country.

T3 special edition: Joel Bruckenstein, president of T3
THE INVESTMENTNEWS PODCAST MAY 25, 2022
T3 special edition: Joel Bruckenstein, president of T3

Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, identifies some of the major themes of this year's event and shared some highlights from his latest adviser software survey.

T3 special edition: SEI's Jeff Benfield on using tech to drive personalization
THE INVESTMENTNEWS PODCAST MAY 25, 2022
T3 special edition: SEI's Jeff Benfield on using tech to drive personalization

Speaking at the Technology Tools for Today conference, SEI's Jeff Benfield tells guest host Ryan W. Neal about how his firm is using technology to drive personalization and shares a bit of what's coming on SEI's tech road map.

T3 special edition: Envestnet's Dani Fava
THE INVESTMENTNEWS PODCAST MAY 25, 2022
T3 special edition: Envestnet's Dani Fava

At the Technology Tools for Today conference, guest host Ryan W. Neal sits down with Dani Fava, head of strategic development at Envestnet, who talks about the most exciting startups she met with at the conference and the latest innovations coming out of Envestnet.

T3 special edition: Franklin Templeton CEO Jenny Johnson
THE INVESTMENTNEWS PODCAST MAY 25, 2022
T3 special edition: Franklin Templeton CEO Jenny Johnson

Franklin Templeton CEO Jenny Johnson joins guest host Ryan W. Neal to share her impressions of her first Technology Tools for Today conference, where she appeared in a fireside chat with T3 president Joel Bruckenstein discussing her firm's latest technology, as well as on a panel on increasing diversity in the industry.

SEC charges TradeZero America with deceiving customers
NEWS REGULATION AND LEGISLATION MAY 25, 2022
SEC charges TradeZero America with deceiving customers

Co-founder Daniel Pipitone allegedly fibbed about allowing purchases of meme stocks.