News

Up-to-date investment manager search leads, industry trends and investor profiles.

News
New Century Advisors Bolsters Team

New Century Advisors added two new members to its team during the third quarter.

11.06.24
Industry News
Ventura County Adds Investment Officer

Paris Ba has joined the $8.2 billion Ventura County (Calif.) Employees’ Retirement Association as its investment officer.

11.06.24
Foundation Hires First Investments Dir.
Industry News
Foundation Hires First Investments Dir.

The approximately $671 million Leon Levine Foundation and its family office L&L Management have hired Kelley Shepherd as its first director of investments.

11.06.24
Florida Hires Next CEO & CIO
Industry News
Florida Hires Next CEO & CIO

The University of Florida Investment Corporation has named Mark Baumgartner as its next ceo and cio as current CEO and CIO William Reeser is set to retire at the end of the year.

11.06.24
News
MoM Leading Edge Investment Advisors Adds Senior V.P.

Carlos Chujoy has joined emerging manager-of-managers Leading Edge Investment Advisors as a senior v.p., President and CEO Clayton Jue confirmed, in an e-mail.

11.06.24
Features/Profiles
A Wealth Of Opportunity

Veterans find careers, success as financial advisors.

11.06.24
Wealth Management Firms Continue Dealmaking
News
Wealth Management Firms Continue Dealmaking

Merger and acquisition activity within the wealth management space continued to accelerate in October as two institutional firms were snapped up.

11.06.24
Private Capital Management Takes Top Spot In Q3 Rankings
News
Private Capital Management Takes Top Spot In Q3 Rankings

Domestic small-cap value equity manager Private Capital Man­agement had the top returns in the third quarter, according to EMM’s quarterly performance report.

11.06.24
News
Diverse-Owned Manager Assets Increase In Third Quarter

Assets under management by diverse-owned long-only equity managers increased by $27.3 billion in the third quarter, new data from FIN Searches shows.

11.06.24
Editor's Note
Editor's Note

I always wonder what the value of a keynote speaker is at an industry conference. I have not heard one person ever say the keynote speaker is why they signed up for a conference. In fact, most of the time the keynote speaker is not even announced until reg­istration is closed or near closing.

11.06.24