Guggenheim Partners Investment Management has been in talks with global insurers, sovereign wealth funds and investment pools in Europe, the Middle East and Asia.
Stash kills management fees for those 25 and under, MoneyLion hires Stifel’s Jon Stevenson to run its wealth management division and Fi360 acquires CFFM.
Jeff Bezos to announce his philanthropic intentions this summer, a New York advisor is accused of stealing $5 million from elderly clients and the SEC clarifies its cryptocurrency stance.
Catherine Keating, who joins BNY Mellon on July 9, had been CEO of Commonfund, an asset manager that oversees $25 billion for endowments, foundations and public pensions.
Orion provides support for breakaway advisors, Tom Burmeister named Advicent’s new director of planning, and the pros and cons of investing in fine wine.