Investment management

Heidi Albert Joins Greenwood Project as Director of People and Culture

Retrieved on: 
Tuesday, January 16, 2024

CHICAGO, Jan. 16, 2024 /PRNewswire/ -- Greenwood Project, a leading non-profit dedicated to advancing diversity and inclusion in the financial industry, is proud to announce the appointment of Heidi Albert as Director of People and Culture.

Key Points: 
  • CHICAGO, Jan. 16, 2024 /PRNewswire/ -- Greenwood Project, a leading non-profit dedicated to advancing diversity and inclusion in the financial industry, is proud to announce the appointment of Heidi Albert as Director of People and Culture.
  • "I am extremely pleased to welcome Heidi Albert to Greenwood Project.
  • Heidi's commitment and alignment with our core values were evident from our first interaction," said Kwesi Smith, Greenwood Project CEO.
  • Heidi Albert comes to Greenwood Project with over 15 years of experience in business, finance and senior HR roles.

Wells Fargo Reports Fourth Quarter 2023 Financial Results

Retrieved on: 
Friday, January 12, 2024

Wells Fargo & Company (NYSE: WFC) has released its fourth quarter 2023 financial results.

Key Points: 
  • Wells Fargo & Company (NYSE: WFC) has released its fourth quarter 2023 financial results.
  • View the full release here: https://www.businesswire.com/news/home/20240111033488/en/
    The company will host a live conference call on Friday, Jan. 12, at 10:00 a.m. Eastern time.
  • Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets.
  • News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories .

Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer

Retrieved on: 
Friday, January 12, 2024

ATLANTA, Jan. 12, 2024 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has hired Brian Andrew as Chief Investment Officer ("CIO").

Key Points: 
  • Brian joins Merit from Johnson Financial Group, bringing three decades of experience
    ATLANTA, Jan. 12, 2024 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has hired Brian Andrew as Chief Investment Officer ("CIO").
  • With more than three decades of investment experience leading institutional money management, investment advisory and hybrid organizations and their investment teams, Brian brings a wealth of knowledge and expertise to his new role.
  • Brian joins Merit from Johnson Financial Group where he most recently served as EVP of the firm's wealth business group with $14 billion in assets.
  • "We are thrilled to welcome Brian to Merit," said Kay Lynn Mayhue, President of Merit Financial Advisors.

Palisade Promotes Dawn R. Brock and Garo Norian to Associate Portfolio Manager Roles; Retains Search Firm

Retrieved on: 
Tuesday, January 9, 2024

Dawn Brock joined Palisade in 2013 as a Senior Research Analyst with a focus on the Health Care sector, and she was named a Partner in the firm in 2023.

Key Points: 
  • Dawn Brock joined Palisade in 2013 as a Senior Research Analyst with a focus on the Health Care sector, and she was named a Partner in the firm in 2023.
  • Prior to joining Palisade, Ms. Brock was at Lord Abbett & Co., LLC where she was an Investment Analyst covering Health Care.
  • Dan Veru, Palisade Senior Partner and Chief Investment Officer commented, "These well-earned promotions are a natural progression for both Dawn and Garo.
  • These promotions signify our confidence in both Dawn and Garo and our commitment to the continued growth of our firm."

BGO names its Canadian CIO, Christina Iacoucci, the new Head of Canada for the firm

Retrieved on: 
Monday, January 8, 2024

BGO announced today that it has named its Canadian Chief Investment Officer, Christina Iacoucci, to lead the firm’s overall business in Canada.

Key Points: 
  • BGO announced today that it has named its Canadian Chief Investment Officer, Christina Iacoucci, to lead the firm’s overall business in Canada.
  • In the role of Head of Canada for BGO, Christina will continue her leadership of the firm’s Canadian Investment Management business with expanded responsibility for the firm’s property management and leasing services business in Canada, comprising over 400 properties and 62 million square feet across the country.
  • “BGO ‘s history and commitment to the Canadian market stretches back to over a century of achievement, innovation, and leadership in real estate.
  • Across our integrated platform in Canada, we are innovating and pursuing exciting new growth strategies that I am excited to lead alongside the best real estate professionals in the business,” said Christina Iacoucci, Head of Canada, and Canadian Chief Investment Officer for BGO.

Wells Fargo to Announce Fourth Quarter 2023 Earnings on Jan. 12, 2024

Retrieved on: 
Friday, January 5, 2024

Wells Fargo & Company (NYSE: WFC), as previously announced, will report its fourth quarter 2023 earnings results on Friday, Jan. 12, 2024, at approximately 7:00 a.m. Eastern time.

Key Points: 
  • Wells Fargo & Company (NYSE: WFC), as previously announced, will report its fourth quarter 2023 earnings results on Friday, Jan. 12, 2024, at approximately 7:00 a.m. Eastern time.
  • In addition to being available on the company’s Investor Relations website, the earnings results also will be available on the Securities and Exchange Commission website at https://www.sec.gov .
  • View the full release here: https://www.businesswire.com/news/home/20240105362972/en/
    The company will host a live conference call on Friday, Jan. 12, at 10:00 a.m. Eastern time.
  • News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories .

Cambria Launches Two New ETFs: Micro and Small Cap Shareholder Yield and Fixed Income-Focused Tactical Yield

Retrieved on: 
Thursday, January 4, 2024

Cambria Investment Management , an independent, privately owned investment advisory firm and ETF provider focused on quantitative asset management and alternative investments, today announced the launch of two new active ETFs: Cambria Micro and Small Cap Shareholder Yield ETF (MYLD) and Cambria Tactical Yield ETF (TYLD) .

Key Points: 
  • Cambria Investment Management , an independent, privately owned investment advisory firm and ETF provider focused on quantitative asset management and alternative investments, today announced the launch of two new active ETFs: Cambria Micro and Small Cap Shareholder Yield ETF (MYLD) and Cambria Tactical Yield ETF (TYLD) .
  • “The Cambria Micro and Small Cap Shareholder Yield ETF (MYLD) provides exposure to smaller market cap stocks by ranking dividend yield and net shareholder buybacks along with value and quality factors,” said Meb Faber, co-founder and CIO of Cambria.
  • “MYLD joins the original Cambria Shareholder Yield ETF (SYLD) , Cambria Foreign Shareholder Yield ETF (FYLD) and Cambria Emerging Shareholder Yield ETF (EYLD) in rounding out Cambria’s shareholder yield suite.
  • Cambria Tactical Yield ETF (TYLD) focuses on fixed income securities based on yield spreads.

2024: A Year of Continued Volatility for Asset and Wealth Managers

Retrieved on: 
Wednesday, January 3, 2024

NEW YORK, Jan. 03, 2024 (GLOBE NEWSWIRE) -- Alpha FMC , the leading global consultancy to the top asset and wealth management, insurance, and private markets firms, today published its 2024 Asset and Wealth Management Outlook .

Key Points: 
  • NEW YORK, Jan. 03, 2024 (GLOBE NEWSWIRE) -- Alpha FMC , the leading global consultancy to the top asset and wealth management, insurance, and private markets firms, today published its 2024 Asset and Wealth Management Outlook .
  • “We expect 2024 will promise continued volatility, most notably with the resolution or escalation of existing conflicts and geopolitical uncertainties playing a crucial role in the direction of global markets,” said Joe Morant, Alpha’s Global Head of Asset & Wealth Management Consulting.
  • The classic delayering approach to cost-cutting seen in banks overlook specialist investment management roles, and therefore cannot be deployed crudely across investment managers.
  • They face a challenge between upgrading capabilities of their platform for modern requirements and regulatory regimes vs. removing costs quickly.

Tannenbaum Helpern Announces Promotions to Partnership and Elevation to Firm Leadership

Retrieved on: 
Tuesday, January 2, 2024

NEW YORK, Jan. 2, 2024 /PRNewswire/ -- Tannenbaum Helpern is pleased to announce the promotion of Amanda M. Leone and Andrew P. Yacyshyn to partner, and the elevation of Michele Itri to Co-Chair of the Firm's Investment Management Practice.

Key Points: 
  • "We are thrilled to welcome Amanda and Andrew to the partnership," said Tannenbaum Helpern Managing Partner, Andrew W. Singer.
  • Michele is an outstanding lawyer whose leadership is recognized inside and outside the Firm."
  • Andrew Yacyshyn commented, "Tannenbaum Helpern is a very special law firm.
  • Having spent my entire career as an attorney with the Firm, I am exceptionally proud to join the partnership."

Linklogis Was Recognized as Best Supply Chain Finance Technology Provider in China

Retrieved on: 
Friday, November 24, 2023

With cutting-edge technological capabilities, exceptional service experience, and longstanding impact on the market, Linklogis stood out in the selection and was awarded the “Best Supply Chain Finance Technology Provider China 2023”.

Key Points: 
  • With cutting-edge technological capabilities, exceptional service experience, and longstanding impact on the market, Linklogis stood out in the selection and was awarded the “Best Supply Chain Finance Technology Provider China 2023”.
  • Linklogis’ recognition as the the “Best Supply Chain Finance Technology Provider China 2023” by the 2023 Global Banking & Finance Awards showcases the industry-wide recognition of Linklogis’ achievements in the field of supply chain finance technology, as well as its leading position as a technology-driven market leader, excelling in both technological capabilities and operational services.
  • Linklogis was founded in Shenzhen in 2016 and was the first SaaS supply chain finance technology company in China that was successfully listed on the main board of the Hong Kong Stock Exchange in April 2021.
  • Besides, Linklogis is also the only supply chain finance technology company in China that has developed a complete global business layout.