Daniel Weiss, most recently head of investment due diligence and research at National Planning Holdings, has a new research role with Advisor Group
Wesley Chan joins from Acadian Asset Management where he was the director of stock selection research
HighTower's purchase of Salient Private Client will bring the firm's total assets under management to $55 billion.
Your daily round-up of the latest fund launches, manager moves and strategy shifts.
The firm's investment management division recorded $13 billion in net inflows for the first quarter.
Firm veteran and portfolio manager of the $21 billion global equity strategy will retire next year
In a newly created role, Kathleen Bochman is responsible for increasing awareness of ESG principles among Loomis Sayles’ investment teams
Lincoln Financial Group gatekeeper Jayson Bronchetti shares what he and his team have been up to since the start of 2018.
The program mainly targets funds in the United States, Europe, Asia Pacific and Brazil that have less than $250 million in assets under management and less than five years of being in business.
Jamie Ramos Martin and Ross Mathison have decided to leave the firm to pursue other opportunities while Kevin Troup has decided to retire.