Coldstream Appoints Rush Benton, CFAĀ®, to Board of Directors
November 15, 20246 min
Gorman Jones CEO and former CAPTRUST executive brings extensive wealth management M&A experience to growing Pacific Northwest firm
Forum Investment Group Unveils New Streamlined Website
November 14, 20245 min
Forum Investment Group (āForumā or the āFirmā), a private real estate investment management firm specializing in multifamily, today announced the launch of its new, unified website: ForumIG.com. The revamped site merges two previously separate websitesāForumCapAdvisors.com, representing the firmās investment management arm, and ForumRE.com, its core real estate owner/operator platformāinto a single, streamlined digital experience providing visitors with a thorough understanding of the firmās capabilities in real estate debt, private credit and equity investing. Recognized for...
Wealth Enhancement Group Acquires M&R Capital Management, Inc.
November 12, 20244 min
This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.
Prudential appoints Jacques Chappuis as President and CEO of PGIM
November 11, 20246 min
Jacques Chappuis, formerly co-head of Morgan Stanley Investment Management, will lead PGIM, Prudential Financial, Inc.ās global asset management business, effective May 1, 2025 Chappuis will lead PGIMās next chapter of growth across public and private markets capabilities David Hunt will retire as president and CEO of PGIM and stay on as chairman until July 31, 2025 to ensure a smooth transition Over his successful 13-year tenure, Hunt led PGIMās significant growth and international expansion Prudential...
Clearwater Analytics expands EMEA leadership team with three new hires
October 15, 20245 min
Welcomes Adrien de La Grange as Head of Business Development in France, Amina Troger as New Head of Global Delivery for EMEA, and Jose Salas as Head of Partnerships & Alliances for EMEA
Chatham Financial Acquires Tech Startup Verumex
October 3, 20245 min
Chatham Financial, a global leader in financial risk management technology and advisory, announced its acquisition of Verumex (VmX), a comprehensive global data platform serving the complex needs of the commercial real estate (CRE) industry. The combined firm will enable CRE investors and asset managers to resolve common challenges associated with poor CRE data quality, improving day-to-day efficiency and increasing decision-making confidence for clients. CRE veterans Nick Laird, Paul Hiatt, and Ravi Vijayaraghavan founded VmX in...
LPL Financial appoints New Head of Investment Management Solutions
September 30, 20245 min
LPL Financial LLC, a leader in the wealth management industry, announced that financial services industry veteran Cheri Belski has joined the firm as executive vice president and head of investment management solutions. Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPLās Retirement Partners business. Belski brings more than 25 years of experience to LPL, most recently having served as global head of product...
Steward Partners Elevates Multiple Executives to Continue Rapid Growth
September 30, 20244 min
Gonyo Named Head of Wealth Management, Eustace Named Chief Administrative Officer, Condon Named Chief of Staff
Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics
September 24, 20247 min
In addition, Kwanti named a finalist in the ThinkAdvisor 2024 Luminaries Awards
Advisers Worry More About Off-Channel Communications Than Marketing
July 16, 20246 min
Marketing and artificial intelligence (AI) follow closely behind