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Koch, 79, died after years of fighting various illnesses. Through the David H. Koch Foundation, he pledged or contributed more than $1 billion to philanthropic causes.
Legal & General Assurance Society Limited of London said that it has signed on to the OECD’s Business for Inclusive Growth (B4IG) working group launched by French President Emmanuel Macron.
Conventional wisdom says that 'Old Guard' financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.
Mercer Global Advisors revealed on Wednesday that it has become one of the first independent RIA signatories to the United Nations’ Principles for Responsible Investment.
The managerial shifts are one piece of a push to heighten the digital experience for advisors and clients interested in the company's retirement options.