Industry

In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index.

Incoming Chief Investment Officer Kate Moore will have “broad responsibilities” at the firm, according to Citi Wealth Head Andy Sieg.

The wealth channel needs a better lay of the land, and the media, asset managers and advisors themselves are all to blame.

The popularity of BDC products was among the main reasons for the change in estimate from $115 billion in July.

And how RPA consolidation could result in more turnover.

The deal is large enough that it needs approval from the government of Canada, which has sought to beef up its reviews of investments by foreign state-owned businesses.