Capital Group is renowned for its emphasis on quality investment outcomes and client-centric strategies. Matt O’Connor, head of North America Client Group and chief executive officer of Capital Client ...

LOS ANGELES--(BUSINESS WIRE)--CIM Group announced today the appointment of Barry Schanker as Managing Director, Head of Private Wealth to lead the company’s dedicated Private Wealth team. Mr. Schanker ...

Los Angeles-based CIM Group recently announced via press release that as part of the ongoing growth of its Institutional Client Group, the company is expanding its insurance-focused client solutions ...

John Calvert, who has been with Northwestern Mutual, a Milwaukee-based financial advisory firm, for more than 30 years, recently joined Socium Advisors – a private client group of Northwestern – as ...

LOS ANGELES & LONDON--(BUSINESS WIRE)--CIM Group announced today the continued expansion of its Institutional Client Group with the appointment of Albert Yang as Managing Director to lead business ...

Summit Trail Advisors, a New York-headquartered registered investment advisor with $18 billion in client assets, has added a team of 10 financial professionals who previously managed $3 billion in ...

Advisors often waste considerable time and money on prospecting efforts that don’t lead anywhere. They tend to cast a wide lens, hoping to attract everyone, but that strategy usually leads them to ...

In a time of economic contradiction and uncertainty, and market contradictions, mastering the art of navigating economic turbulence has become not just an advantage, but a necessity. At the helm of ...

Capital Group hired Benno Klingenberg-Timm as head of institutional for its Asia and Europe client group, effective immediately, the $2.3 trillion investment manager said in a statement on Oct. 24. He ...

Record client assets under administration of $1.37 trillion and record financial assets under management of $215 billion, up 17% and 16%, respectively, over December 2022 Domestic Private Client Group ...