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Q&A with Cameron Rogers, partner at the $2.3 billion Angeles Wealth Management.
The SEC issued a Risk Alert on Dec. 16 outlining observations from examinations focused on advisers’ compliance with the Marketing Rule. These findings align with what we continue to see during examinations – the Marketing Rule remains a consistent area of regulatory focus.
Health Forward Foundation named Jim Casselberry as its next cio to oversee its approximately $908.7 million investment portfolio.
GenNx360 Capital Partners has named Kay Blackwell as head of investor relations, the firm announced.
Colin Morris has joined Metis Global Partners as senior director of business development.
A total of 315 products were considered and managers were ranked based on the following criteria: excess returns over the benchmark, performance versus peers, product asset growth, product asset percentage growth and information ratio.
The Women in Finance Group was founded in 2021 by Anu Chhabra-Coulter to connect mid- to senior-level women working in finance.
There is a huge gap between how investors are looking at AI and what AI is actually doing in the market.
The Diverse Asset Managers Initiative has been fighting the upward battle of urging the $13.4 billion District of Columbia Retirement Board to disclose the diversity of its underlying investment managers.
Twenty years ago we launched Emerging Manager Monthly with the stated goal of bringing emerging managers onto the front page. That focus continues to this day.
