Assets under management reached $177.7 billion, up 3.9% from the previous quarter
Total wealth management assets reached a record level in the quarter
A global survey of asset managers reveals that 78% consider ESG factors
CIO Rob Mikalachki is leaving the firm
Examining how taxes, expected investment outcomes and utility can affect asset location
The funds started trading Friday on NEO
The pledge, developed by the RIA, requires signatories to address diversity and inclusion in invested companies and within their own shops
ETFs still hold a decisive advantage in sales so far for 2020
The founding signatories are 10 institutional investors representing $1.1 trillion in AUM
Brad Gerster will manage the firm's product line in Canada and Latin America