Citywire USA转发了
Data insights company Wealth Access has brought on Drew DiMarino as chief revenue officer. https://lnkd.in/dGUt42wA
Citywire USA
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Breaking news, analysis & insights for RIAs, Professional Mutual Fund Buyers & Investors.
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Citywire USA helps RIAs, professional mutual fund buyers and investors around the world to Make Better Investments. We publish our own news, analysis and unique fund manager performance information that helps professional investors such as financial advisers, wealth managers and fund selectors make the best decisions about where to place their clients’ money. We've been around since 1999. In the intervening period we have expanded from a few people in a single serviced office to an operation with more than 200 people and offices in Munich, Hong Kong, Singapore, Milan and launching in the United States (New York, NY) in 2016. We are rather more than that now, expanding over the years to serve communities of financial advisers and fund buyers in the UK and across the world. But our values of independence and integrity – and helping people Make Better Investments? – remain the same. Follow us on our other social media platforms: Twitter: https://twitter.com/CitywireUSA Instagram: https://www.instagram.com/citywire.usa/ Facebook: https://www.facebook.com/pg/citywireusa
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https://www.citywireusa.com
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- 私人持股
- 创立
- 2016
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- Fund Analysis、Fund Manager Performance、Financial Industry News、Financial News和Financial Industry Events
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Citywire USA转发了
Robertson Stephens has brought on Mike Barnes as director of operations. Barnes was formerly with robo-advisor Ellevest. https://lnkd.in/eGTnfmRa
Robertson Stephens hires operations exec from Ellevest
citywire.com
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Citywire USA转发了
AssetMark’s holding company has a new chief executive following its acquisition by private equity firm GTCR. https://lnkd.in/eVTfMQUm
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Citywire USA转发了
Cresset has hired former First Republic executive Amy Hong as its chief compliance officer. https://lnkd.in/exSH7jzF
Cresset hires former First Republic exec as CCO
citywire.com
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Citywire USA转发了
A former advisor at Edelman Financial Engines, Jason Fang, has left the mega-RIA to start his own firm. https://lnkd.in/dah5kv9b
Edelman advisor leaves to launch Cali RIA
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Citywire USA转发了
Wirehouse giant UBS Financial Services has been hit with its second cash sweep program-related lawsuit in the span of less than a month. https://lnkd.in/e-YVMf8t
UBS faces another lawsuit over cash sweep program
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Catch Citywire's next Due Diligence Report on ?????????????? ????????????, next week on September 10th at 2pm ET! https://lnkd.in/ebCAxzzV The panel will be led by Johnson Financial Group's Jonathan Henshue, alongside PMs from Nuveen, a TIAA company, Calamos Investments, Fidelity Investments, Franklin Templeton and T. Rowe Price All registrants will receive a replay link.
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Citywire USA转发了
The SEC has fined California RIA ClearPath Capital Partners over allegations that it failed to deliver audited financials and sought to improperly limit its liability in violation of federal law. https://lnkd.in/g_VDxnxa
Cali RIA dinged by SEC over custody rule violations
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