Ira Cohen, a New York-based managing director focused on working with private equity firms, is joining as an advisor to Sheth’s office and his philanthropy, Sangreal Foundation.
Swensen, who managed one of the most-watched and best-performing college endowments for more than three decades, died May 5 after a long battle with cancer.
The Financial Services Institute opposed the Labor Department's decision, arguing it would keep independent financial advisors from 'operating confidently knowing their independent contractor status is secure.'
A conversation with Andy Schwartz, principal, Bleakley Financial Group.
Despite the public protests of a large investor, shareholders overwhelmingly approved the sale, slated to close this summer.
Advicent's financial planning capabilities will complement InvestCloud's existing warehouse of wealth management applications.
