If the collective vision for investment philosophy—who will be managing the portfolios and choosing what the best investments are for client portfolios—cannot be agreed upon, there is no reason to continue down the M&A path.
Katherine Jollon Colsher will succeed Janet Cowell as head of the organization, which works to ensure that 30% of investable capital will be managed by women by 2030.
Forest Williams, Jr. of the Opus Group of Virginia specializes in asset management and retirement income planning, and will join the firm from MML Investors Services.
Join this webinar on Sept. 17 at 4:00pm ET to explore the current state and future direction of the active ETF market, with particular emphasis on its latest trend: active semi-transparent ETFs.
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