Finance News
Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed
A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.
By NB
Jan 12, 2024
Cetera Head of Recruiting John Pierce to Depart Firm
Pierce will stay on until April 1 as Cetera implements a "downstream" recruiting strategy.
By NB
Jan 12, 2024
Laird Norton and Wetherby Unite Under Single Brand
Two years after marrying, the firms now share the same name.
By NB
Jan 12, 2024
Hong Kong SFC Issues 10-Month Suspension to City International Futures Director Andy Wong Yeung for Failure to Discharge Duties & Money Laundering, 1
Hong Kong SFC Issues 10-Month Suspension to City International Futures Director Andy Wong Yeung for Failure to Discharge Duties & Money Laundering, 1 Client in China Had Account Opened & Agent Operated Using Remote Software to Conduct Trades Witho
By NB
Jan 11, 2024