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Morgan Stanley Private Wealth Management saw a spike in demand for its family office resources and 'lifestyle' advice during the pandemic, advisors say.
Nuveen's former chief equity strategist, Bob Doll, has joined Crossmark Global Investments, a boutique faith-based investment management firm, as chief investment officer.
The charges against the executives of LJM Funds Management and LJM Partners claim they failed to inform investors about potential losses. The funds later suffered a $1 billion loss.
The annual program honoring individuals and business initiatives that help financial advisors better serve their clients will be held in person in New York City on Sept. 9.
