The company offering certifications gauging industry conferences’ diversity commitments is ending, with its co-founders acknowledging there’s been “a significant drop in industry demand for diversity initiatives” in recent years.
Oregon-based Doug Lindsey and Greg Trost, who operate out of Los Angeles, have known each other for over 40 years and are joining forces to create the Lindsey-Trost Group of Steward Partners.
Trinity Financial Partners President Robyn E. Jameson will become a managing director and partner at the $12 billion Atlanta-based Merit after the deal.
Asset managers are viewing the move into alternatives as an existential question and are rushing to hire product specialists. ETF.com writes about the launch of a new “anti-woke” ETF. These are among the investment must reads we found this week for wealth advisors.
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