Motive Partners and Fiserv's Investment Services business is now called Tegra118, referencing the 118 chemical elements found on Earth.
Several endowments reported that their total returns actually increased after incorporating sustainable investing strategies into their approach, according to a new report from the Intentional Endowments Network.
Advisor Laila Pence went from living in a mansion in Egypt to selling hot dogs on the Staten Island Ferry. Listen to her story of overcoming adversity to managing a $1.5 billion advisory firm.
Meanwhile, Dr. Carolyn McClanahan sold the last shares of the "aging planning" software firm she helped found.
The Democratic candidate for President also proposed a 0.1% tax on all financial transactions as part of his campaign's financial reform proposals.
The private wealth management team is led by Denis Cleary and Gregory Devine and will maintain its offices in Boston and Los Angeles.
