Former CEO John Lunny will serve as vice chairman of Vestmark’s board of directors, as the fintech company builds out a more robust direct indexing solution and looks toward an initial public offering.
In this week’s fund news, Goldman offers share classes to support scholarships for Black women; a Senate proposal threatens ETFs’ tax efficiency; and Northern Trust hires a new CIO.
Private Ocean Wealth Management's Greg Friedman and and Cynthia Greenfield discuss their most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.
During this webinar on Monday, Sept. 20th, you'll see outsourcing like you've never seen before and learn why it's an easier, more profitable way to grow your business.
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