Some compliance experts took issue with a recent Michael Kitces podcast that appeared to endorse a marketing strategy that includes soliciting and reposting clients’ Google reviews.

  By NB  Feb 7, 2024

The investment manager has grouped its private credit, real estate equity and debt, private equity and other strategies under the PGIM Private Alternatives banner with plans to grow its menu of investments further.

  By NB  Feb 7, 2024

The complaint follows a suit filed by former employee, Molly Nelson, who claimed Avantax’s restrictive covenants were “unenforceable.”

  By NB  Feb 7, 2024

State Street’s exchange-traded fund assets under management more than doubled to $1.2 trillion during Thompson’s nearly six-year tenure at the firm.

  By NB  Feb 7, 2024