This content is from: Culture Ritholtz Wealth Management Has Paid Back its PPP Loan. Can That Quell the Twitter Backlash? The wealth advisory firm had made a controversial decision to apply for a loan under the Paycheck Protection Program. By Alicia McElhaney July 01, 2020
This content is from: Corner Office Investment Chief Quits $4B Memorial Hermann Health Fund Before leaving, Chris Halaska advised against recruiting an outsider to replace him. By Leanna Orr August 26, 2020
This content is from: Corner Office Over the Rainbow: LGBT Couples Present an Opportunity for RIAs Now that the U.S. Supreme Court has legalized gay marriage throughout the U.S., financial planning for same-sex couples will be easier. By Anne Szustek December 11, 2017
This content is from: Portfolio AllianceBernstein Seeks to Attract the Wealthy to Alternative Investing AllianceBernstein is the latest asset manager to allow RIA firms and multifamily offices to access its alternative investment offerings through fintech firm iCapital Network. By Christine Idzelis July 31, 2018
This content is from: Culture Morgan Stanley’s CEO Said He Is ‘Committed’ to Diversity. A Lawsuit Filed by the Firm’s Former Diversity Head Alleges Otherwise. Marilyn Booker, who worked as the global head of diversity at Morgan Stanley for 16 years, is suing the firm on behalf of herself and the firm’s Black female employees, alleging racial discrimination. By Alicia McElhaney June 16, 2020
This content is from: Culture Two Sigma Built an Invite-Only Competitor to BlackRock’s Aladdin. Now, Any Institution Can Get It. The basic version is free. By Leanna Orr November 13, 2019
Sponsored Answering the Pandemic Challenge for Insurers From increased liquidity demands to effective communication while working from home, investment professionals at insurance companies are finding answers in partnerships. Sponsored by Northern Trust September 28, 2020
