Transition management

Northern Trust Appointed Custodian for Illinois Firefighters’ Pension Investment Fund

Retrieved on: 
Wednesday, February 8, 2023
Public Policy, Government, Other Professional Services, Personal Finance, Finance, Asset Management, Law Enforcement, Emergency Services, Banking, Professional Services, Trustee, Safety, Trust, Liberal Mid-America Regional Airport, Transition management, Nationwide Asset Services, Pension fund, Northern Trust

Northern Trust (Nasdaq: NTRS) announced today its selection by the Illinois Firefighters’ Pension Investment Fund (FPIF) to provide custody services for the combined pension assets of approximately 300 firefighter pension funds across suburban Chicago and downstate Illinois.

Key Points: 
  • Northern Trust (Nasdaq: NTRS) announced today its selection by the Illinois Firefighters’ Pension Investment Fund (FPIF) to provide custody services for the combined pension assets of approximately 300 firefighter pension funds across suburban Chicago and downstate Illinois.
  • Created by the Illinois Pension Code in 2019, the FPIF is responsible for consolidating, managing and investing the assets of municipal and fire protection district pension funds across Illinois.
  • A nine-member Board of Trustees – made up of four active firefighters, one retired firefighter and four employee representatives – governs the fund.
  • “Northern Trust meets the custodial and transition management needs of public pension fund clients with dynamic, multi-faceted solutions.”
    In order to consolidate assets from approximately 300 member funds, Northern Trust employed its global Transition Management model to track and report on each stage of the process.

Northern Trust Announces Leadership Changes to Front Office Solutions and Global Foreign Exchange Businesses

Retrieved on: 
Wednesday, June 1, 2022
Finance, Banking, Accounting, Professional Services, Other Professional Services, Head, Transition management, GFX, Capital market, Transition, FX, Security (finance), Nasdaq, Solution, Growth, Aitor Ocio, Pension, Foundation, Twitter, Industry, Head Office, Bank, Management, Turney, Northern Trust

Northern Trust Asset Servicing President Pete Cherecwich said, John Turneys exemplary leadership has transformed Global Foreign Exchange into a tech-forward strategic service business.

Key Points: 
  • Northern Trust Asset Servicing President Pete Cherecwich said, John Turneys exemplary leadership has transformed Global Foreign Exchange into a tech-forward strategic service business.
  • Kurk, with nearly two decades of institutional foreign exchange experience globally, joined Northern Trust as Chief Operating Officer for GFX in 2019 and was named Chief Strategy Officer in 2021.
  • Global Foreign Exchange provides a range of liquidity, trading, transaction processing and outsourced FX solutions for institutional investors.
  • Front Office Solutions and Capital Markets are divisions of Northern Trust Asset Servicing, which provides asset servicing, fund administration and middle office solutions to institutional asset managers and asset owners around the globe.

The Intelligent Financial Life™ Takes Center Stage at 2022 Envestnet Advisor Summit

Retrieved on: 
Wednesday, May 11, 2022
Small business, Income, Impact assessment, Family, Charlotte Convention Center, Multimedia, Investment, Unified, View, Solution, Review, API, Industry, Technology, Social responsibility, Research, Efficiency, Climate, Transition management, Ecosystem, Blog, LinkedIn, Twitter, Intelligence, Acquisition, Entrepreneurship, Financial technology, NYSE, RIAS, Data management, CEO, Renewable energy, Financial services, Financial adviser, Envestnet

BERWYN, Pa., May 11, 2022 /PRNewswire/ -- The 2022 Envestnet Advisor Summit – Envestnet's premier industry event – is currently underway at the Charlotte Convention Center in Charlotte, NC., this year connecting more than 2,000 attendees in-person from across the country. The event spotlights the many new innovations and investments Envestnet has made to fuel its ecosystem, including value-add solutions, efforts to modernize the digital marketplace, and ways the firm is opening its ecosystem to even more providers.

Key Points: 
  • The Truelytics platform combines Envestnet data, analytics, and wealth technology to further support advisors across the ecosystem.
  • For more information and to digitally engage with the Envestnet Advisor Summit please follow https://twitter.com/ENVintel , and the hashtag #ENVSummit.
  • Envestnet is Fully Vested in empowering advisors and financial service providers with innovative technology, solutions, and intelligence to help make financial wellness a reality for their clients through an intelligently connected financial life.
  • For more information on Envestnet, please visit www.envestnet.com , subscribe to our blog , and follow us on Twitter ( @ENVintel ) and LinkedIn .

BTIG Again Ranked #1 U.S. Transition Manager in Multiple Categories in the Annual Chief Investment Officer Survey

Retrieved on: 
Monday, April 12, 2021
Banking, Professional services, Finance, Articles, Economy, Business, Investment management, Chief investment officer, Transition management, Outsourcing, Investment banking

b'BTIG announced today that the firm has once again been ranked a top provider in the U.S. by Chief Investment Officer in its annual Transition Management Survey.

Key Points: 
  • b'BTIG announced today that the firm has once again been ranked a top provider in the U.S. by Chief Investment Officer in its annual Transition Management Survey.
  • BTIG\xe2\x80\x99s Transition Management professionals deliver an end-to-end solution for clients.
  • \xe2\x80\x9cThroughout the life cycle of each transition, our committed team is focused exclusively on the needs of clients.
  • The firm\xe2\x80\x99s core capabilities include global execution, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.\nAbout Chief Investment Officer\xe2\x80\x99s 2020 Transition Management Survey Methodology:\nAccording to Chief Investment Officer, \xe2\x80\x9cthe 2020 Transition Management Survey was conducted in late 2020 and gathered responses from both providers of transition management services and the clients they service.

Abel Noser Ranks #1 in Customer Satisfaction in Respected Transition Management Survey

Retrieved on: 
Friday, March 19, 2021
Finance, Money, United States securities law, Financial markets, Brokerage firms, Financial Industry Regulatory Authority, Securities Investor Protection Corporation, Draft:Abel Noser, Broker-dealer, Broker, Transition management

Speaking about the firms longevity in the transition management space, Peter Weiler, Co-CEO of Abel Noser Holdings, the broker-dealers parent company, commented, It is always gratifying to consistently be rated so highly among competitors in the TM space.

Key Points: 
  • Speaking about the firms longevity in the transition management space, Peter Weiler, Co-CEO of Abel Noser Holdings, the broker-dealers parent company, commented, It is always gratifying to consistently be rated so highly among competitors in the TM space.
  • This is undoubtedly fueled by our longstanding dedication to an independent, data-driven approach to transition management.
  • In addition to transition management, Abel Noser, LLC offers a wide range of agency-only brokerage services including program, algorithmic, and block trading, corporate buybacks, third-party bill payment, outsourced trading, and commission recapture.
  • Abel Noser, LLC is a registered broker and a member of FINRA, SIPC and MSRB.