Also, Morgan Stanley launches a charitable giving program, Vyzer raises $6.3 million in seed funding and Modern Life Adds John Hancock strategies.

Cerity Partners CIO Ben Pace likes core fixed income while underweighting U.S. large cap equities.

CIO Michael Dow and Director of Risk Management and Securities Research Julien Frazzo like U.S. large cap value and bonds.

CIO Cameron Dawson is maintaining a focus on quality, especially with large-cap high-quality biotech equities.

Co-CIO Andrew Krei likes higher quality fixed income, venture capital and private equity, while avoiding AI.