'Blackwells strongly opposes the cockamamie merger, and expects most other shareholders to do the same,' said the activist investor of the plan, which is backed by Schorsch's AR Global.
Laura Ward is joining William Blair as a managing director and wealth advisor out of San Francisco a month after her previous firm collapsed and was acquired by JPMorgan Chase.
Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a 'hot mess,' but she would still encourage clients to dig deeper into the strategy.