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.
Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
Long Island b/d charged in Ponzi scheme, Hewins spins off a new team focusing on family businesses and Vanguard’s got $47 million worth of pot stocks in a mutual fund.
