InvestmentNews

InvestmentNews
Displaying 3990 results
Advisers managing $686 million affiliate with Raymond James
NEWS BROKER DEALERS APR 09, 2021
Advisers managing $686 million affiliate with Raymond James

OSJ Boston Harbor adds two indie teams, as well as advisers from Morgan Stanley and Merrill Lynch.

Schwab files for first actively managed ETF
INVESTING ESG APR 08, 2021
Schwab files for first actively managed ETF

The fund will be employ ESG criteria and will be sub-advised by Ariel Investments.

European company to buy South Dakota trust company
NEWS INDUSTRY NEWS APR 08, 2021
European company to buy South Dakota trust company

IQ-EQ will acquire Concord Trust Co., which manages $2.9 billion.

Hub acquires Plan Sponsor Consultants
RETIREMENT RETIREMENT PLANNING APR 08, 2021
Hub acquires Plan Sponsor Consultants

The acquisition gives Hub another $2.4 billion in assets under management.

FSI to offer lower-cost health insurance plan to members
RETIREMENT RETIREMENT PLANNING APR 07, 2021
FSI to offer lower-cost health insurance plan to members

The trade group says its members could save as much as 50% over the cost of health coverage on the open market.

Fidelity plans to hire 4,000, including 1,000 licensed reps
YOUR PRACTICE PRACTICE MANAGEMENT APR 07, 2021
Fidelity plans to hire 4,000, including 1,000 licensed reps

The giant asset manager also intends to add technology workers at operations centers.

Group advising on $470 million switches from Triad to Arkadios
YOUR PRACTICE PRACTICE MANAGEMENT APR 07, 2021
Group advising on $470 million switches from Triad to Arkadios

Wagner Wealth Management, based in Greenville, South Carolina, has seven reps.

Team with $583 million joins SagePoint from Kestra
NEWS BROKER DEALERS APR 07, 2021
Team with $583 million joins SagePoint from Kestra

Charles Stephen, an Albuquerque, New Mexico-based firm with four advisers, will affiliate through super-OSJ AmeriFlex.

Women clients twice as likely as men to favor ESG
INVESTING ESG APR 06, 2021
Women clients twice as likely as men to favor ESG

74% of women are interested in increasing the share of environmental, social and governance investments in their portfolio, according to an RBC survey of U.S. clients.

Duo managing $200 million at Wells Fargo joins Baird
YOUR PRACTICE PRACTICE MANAGEMENT APR 06, 2021
Duo managing $200 million at Wells Fargo joins Baird

Veteran advisers Kellie Rixse and business partner Jeff Todd make move in Anchorage, Alaska.