Marty Flanagan is retiring at the end of June, while Andrew Schlossberg currently serves as the fund company’s head of Americas.
Both TC Wealth Partners and the firm it purchased, EFG Advisors, are based in the suburbs of Chicago.
CEO Kevin Rendino of 180 Degree Capital sits down with InvestmentNews anchor Gregg Greenberg to explain why microcaps offer the most opportunity in the current market environment and why America's small businesses are in excellent shape.
Carbon Fund Advisors president Tim Collins sits down with InvestmentNews anchor Gregg Greenberg to explain why his firm's new Carbon Strategy ETF is right for ESG-focused investors.
Portfolio manager Bruce Kahn of Shelton Sustainable Equity Fund sits down with InvestmentNews anchor Gregg Greenberg to explain how he selects the best innovation-focused, sustainable stocks from the bottom up.
Florida Pension Group, headquartered in St. Johns, provides retirement plan consulting and wealth management services.
Bruce and Jeff speak to Nadia Papagiannis, head of model portfolio products at Northern Trust Asset Management, about investing beyond one’s comfort zone and what it is about our current economy that makes alternative investments unique.
Perhaps the reality is that neither firms nor advisors truly 'own' clients but rather are lessees of clients.
Daniel Laiter will join Alex Brown's Brickell Avenue branch in Miami.
Legacy Financial Planning has offices in Rochester and Oswego, New York, and Naples, Florida.
