January 31, 2020 Johnson City, Tennessee – Cary Street Partners today announced that Jeffrey L. Burgess has joined the firm as a Financial Advisor in its Johnson City, Tennessee office. Burgess has over two decades of financial services industry experience. At Cary Street Partners, he will work with individuals, families and businesses in the Abingdon, ...

January 22, 2020 Summit, New Jersey – Tradition Asset Management today announced that Diane L. Sobin, CFA has joined the firm as a Managing Director and member of Tradition’s Investment Committee. She brings her extensive capability working with research teams and portfolio managers in integrating Environmental, Social and Governance (ESG) factors to the investment process. ...

Kara Valentine, Chief Marketing Officer and Head of Business Development, Managing Director, discusses trends and challenges in financial communications

Did you hear a tornado alarm in May? That might have been the sound of Goldman Sachs invading your industry. The investment bank’s purchase of United Capital for $750 million has likely changed the game in a space already giddy with M&A activity. The consolidation in the RIA world is happening at a rapid pace ...

Culture remains a key consideration for asset management firms seeking to consolidate, industry sources say. If firms are not culturally aligned, they are bound to run into issues — “it’s just a matter of when will you have [the] problem,” says Martin Flanagan, chief executive of Invesco. Flanagan, whose firm closed the acquisition of OppenheimerFunds in an approximately $5.7 billion ...