FundFire @FundFire
FundFire is the leading online news service for the institutional and high-net-worth asset management space. fundfire.com New York Joined June 2009-
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The DOL released its long-awaited fiduciary rule yesterday defining which retirement-savings advisors will carry the designation. ow.ly/k6O450Rnbv4
The SEC issued a sweeping risk alert after uncovering a number of "gaps" in firm policies and compliance deficiencies related to the agency's marketing rule. ow.ly/ko2P50RlpJH
Morgan Stanley's wealth management business took in $95B net new assets in the Q1. ow.ly/pI9850Rimqw
State Street Global Advisors endured a sizable institutional redemption, which resulted in net outflows in the first quarter. ow.ly/WzYp50RgrSU
Five registered investment advisors will collectively pay $200K to settle SEC charges over marketing rule violations: ow.ly/cb2A50RgrLr
CEO Larry Fink is not ruling out another private markets acquisition after the firm's "transformational" deal to acquire Global Infrastructure Partners. ow.ly/3f2h50Rgo0k
SEI Investments cut about 20 members of its U.S. institutional investor team last fall: ow.ly/JuPe50RfhJX
A recent critique from an independent investment services monitor suggests the Psers’ portfolio is too complex and underperforms a passive benchmark: ow.ly/N4eX50Rep33
Claims of defamation on brokers’ termination disclosures are one of the most common and costly intra-industry disputes in Finra’s arbitration forum: ow.ly/4sBS50RegIL
Scott Richland, the CIO of California Institute of Technology plans to step down at the end of the year: ow.ly/7Umh50Rctvj
Rob Pettman, head of wealth management solutions at LPL Financial, is leaving the company to join a fintech firm: ow.ly/LCSk50Rctrq
Carson Group has promoted Burt White, the former LPL Financial CIO, to CEO: ow.ly/KTO150Rct9r
J.P. Morgan's proxy statement suggests the board is spending time developing operating committee members as potential CEO candidates. ow.ly/KwGA50RboMc
Cerity Partners to Acquire $15B OCIO. ow.ly/CnIr50RaN0x
Clearwater Analytics is set to acquire four risk and performance analytics platforms from Wilshire Advisors, as consolidation in the fintech space picks up. ow.ly/EiUV50R7tN9
Institutional investors are optimistic about the economy, with many shifting their gaze from the possibility of a recession toward the upcoming election. ow.ly/NwxC50R6BFH
Private equity has become a prime target for cyber criminals who are increasingly attacking cloud infrastructure to rip off firms. #privateequity ow.ly/OfT350R5JVb
The real estate industry needs to rethink the investment category definitions it has long used. ow.ly/zhHu50R4jCW
Asset managers are adjusting their approach to social media to humanize their executives and escape the “sea of sameness” in industry marketing. ow.ly/rI1F50R3a6z
Most larger companies are not looking at a big enough surplus to consider re-opening their DB plans just yet, according to Aon. ow.ly/xIZs50R2b3V
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Jurrien Timmer @TimmerFidelity
185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Benn Eifert 🥷🏴�.. @bennpeifert
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Allen Jordan @jerryjo30864762
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Sarang Meditations�.. @sruprai
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Onnig Sayadian @onnigs
46 Followers 103 Following Co-host of Back to the Reformation podcast. Husband of one, father of four, a man untimely born to perceive the glories of Christ.
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Keai @Keai_ltd
50 Followers 798 Following Transforming the future of #FinTech and #InsurTech by embedding #AI. Developing innovative de-centralized AI-driven solutions.
مكتب الاستق.. @TaufeequekhanK
530 Followers 3K Following Any kind of helpers and workers from India Tailor Carpenter Drivers Welder Plumber Gypsum Labour Helper etc... https://t.co/Hcx2Wo1Ds9
G-Code ~ G*3 @mi2damusic
374 Followers 838 Following From Ur G*3 MI2da -HWI&IWH https://t.co/I8dJNdTteu or https://t.co/8MKDRV720t :Contact: [email protected]
Scott James Kyle @ScottJKyle1
594K Followers 107K Following Outlander, Trust Me 2, Kajaki, The Angels Share, Trainspotting 2 (Stage), Singin I’m No a Billy He’s A Tim (The Stage Best Actor Winner) https://t.co/0Q5OkVzHB6
Fern Gallagher @FGallagher10756
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Cassandra @CassandraP711
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Julia Hornstein @julia_hornstein
383 Followers 1K Following now @yale_history | soon @theinformation | was @yale investments office
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Chico Lobo @chicolobobr
73 Followers 579 Following "International Economist & Trader" "We can risk everything for the Homeland, but we must not risk the Homeland for anything."
Dan Bowman @WDB45and47
88 Followers 140 Following
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Health Payer Speciali.. @HealthPayerSpec
276 Followers 30 Following Health Payer Specialist is a news service from the Financial Times covering the business of running commercial and nonprofit-run health plans.
Lisa Fu @LisaOFu
1K Followers 1K Following covering private credit @debtwirel UGA economics and journalism alum | (all opinions my own)
Dervedia Thomas @dervi05
2K Followers 1K Following Associate editor @FundFire covering asset management tech and ops @Columbiajourn grad, SC State alum, Opinions my own. [email protected]
fola akinnibi @FolaAk
3K Followers 1K Following policing and city stuff @citylab. opinions mine. send me things at [email protected]
Lydia Tomkiw @lydiatomkiw
6K Followers 3K Following Senior reporter @pensionsnews covering hedge funds and private credit. Freelance reporter on Ukraine. Send tips: [email protected]
LifeAnnuitySpec @LifeAnnuitySpec
340 Followers 28 Following Life Annuity Specialist is a news service from the Financial Times covering the U.S. life and annuities industry.
Agenda @AgendaWeek
947 Followers 139 Following Agenda, a news service from the Financial Times, delivers independent analysis on the U.S. corporate board space. Bring more to the table.
Brooke Fox @brookefox91
2K Followers 1K Following Managing Editor @ProMarket_org at @ChicagoBooth Former @FinancialTimes journalist
AIMSE Europe @aimseeurope
239 Followers 466 Following We are the only not-for-profit organisation dedicated to serving the professional needs of investment management sales and marketing professionals in Europe.
T. Rowe Price @TRowePrice
32K Followers 527 Following Official and only T. Rowe Price Twitter account. Verify our handle and find our guidelines here: https://t.co/GOKKCQ1Umw Intended for US audiences only
AllianceBernstein (AB.. @AB_insights
23K Followers 812 Following AllianceBernstein LP (AB) is a leading global investment-management and research firm.
SIFMA @SIFMA
15K Followers 1K Following SIFMA is the voice of the U.S. securities industry. We advocate for effective and resilient capital markets.
Jake Safane | Sustain.. @JakeSafane
810 Followers 765 Following Freelance writer specializing in sustainability and finance. Worked for The Economist. Get corporate sustainability insights: https://t.co/8PcEBhB4uZ
Norm Champ @NormBChamp
1K Followers 4K Following Author "Mastering Money" Former SEC Director Lecturer @Harvard_Law Husband, Dad, @Princeton alum Partner @Kirkland_Ellis Opinions solely my own.
Rachael Levy @rachael_levy
7K Followers 4K Following @Reuters enterprise reporter Got a tip? Signal/cell: 202-967-6233. If it's sensitive, use Signal. Ex-WSJ, Politico
Nicsa @NICSAnews
1K Followers 656 Following Nicsa is a not-for-profit trade association connecting all facets of the global asset and wealth management industry.
Peaktotrough @Peaktotrough
335 Followers 1K Following observations about markets. Tweets are my own. Tweets are not advice.
Danielle Verbrigghe @dverbrig
611 Followers 911 Following Group Managing Editor at FT Specialist, overseeing FundFire and Financial Advisor IQ.
Hootsuite 🦉 @hootsuite
7.2M Followers 1.4M Following Social media tools, tips, news, and a shoulder to cry on for social pros since 2008. Support: @Hootsuite_Help
Morgan M. Davis @MorgyMDavis
803 Followers 1K Following Asia bond editor at @IFRAsia. Midwesterner in Hong Kong. Mom to Gizmo the gremlin. 90% of my sentences start with "So I read somewhere..."
John Anderson @SEIJohnA
2K Followers 2K Following SEI #finserv veteran focused on @SEIAdvisors Practice Management. Insights delivered w/ midwestern practicality. Dad to Jace and Kade https://t.co/FgcSMOY1z7
The Investment Ecosys.. @Inv_Ecosystem
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Amy McIlwain @amymcilwain
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Diana Britton @Diana_Britton
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Dorothy Hinchcliff @Dor_Hinchcliff
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tom taulli @ttaulli
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Our latest survey explored whether firms are using or plan to use direct-indexing strategies around portfolio customization. Via @Tone1870, @FundFire fundfire.com/c/3805034/4918… #directindexing #wealthtech
How are alternatives evolving? Last week’s @FundFire Exchange webcast hosted a panel of industry veterans focused on where growth is coming from. Mark Gatto, co-CEO and co-prez at @CionInvestments , shared insight on what it takes to gain advantage. bit.ly/3fhZo9I
Today CEO Marcie Frost will join Justin Michell (@JstnMtchll), Sr Reporter @FundFire, for virtual keynote interview @FT Future of Asset Management North America event to discuss inflation & rising rate environment, PE allocation, & ESG investing. foam.live.ft.com/home #FTFOAM
Beau River, Psy.D. from our client, @VantageLC, was interviewed by @TomStabile from @FinancialTimes' ' alternatives publication @FundFire about #privateequity firms expanding #DEI hiring in portfolio companies to include #refugees. fundfire.com/c/3767004/4864… (Subscription needed.)
The Economics of Fund Management, a book wot I wrote, is coming very soon! To order, or just to find out more, visit bit.ly/EconFundMgmt - including some nice comments from @RobinWigg @davidricketts @heatherahopkins
Endowments and foundations are more likely to care about ESG than other kinds of investors, said Laura Levesque, our associate director, and one of the reasons they are hiring OCIOs is to get help in that department. Read more: fundfire.com/c/3702384/4771… @FundFire @JstnMtchll
Ugh, truly wild week for Janus Henderson. @FundFire readers, look for my story tomorrow and try not to pay too much attention to the line “abrdn, the manager formerly known as Aberdeen.” I will never not gawk at this new name branding
@FundFire: @rwbaird RiverFront Acquire Stake in Direct Indexing Shop GAMMA Investing #directindexing #customindexing ow.ly/zqFg50HsaT9
The @FundFire Alts team (the one I work on) is growing. We're hiring for a reporter to cover the real assets beat. If you're interested, feel free to give me a shout, happy to chat. ft.wd3.myworkdayjobs.com/en-US/FT_Exter…
CAIS has doubled its team, enhanced technology, & driven alts adoption with new clients amid strong alts tailwinds. Thank you @FundFire for a great article! Read More from the interview with @mattbrownCAIS: ow.ly/xar150HmgQM #alternativeinvestments #wealthmanagement
"Investors should brace for a wave of economic disruption due to new technologies, aging populations, changes to monetary policies, a move toward “de-globalization,” reports @UBS. Here's how CIOs can shore up their "ABCs" to brace for change: fundfire.com/c/3408044/4337… @FundFire
UK supply chain crisis to last until at least 2023, business leaders warn on.ft.com/3lV96iU
Inflows are back and #hedgefund performance is up this year, but some institutional investors still are forging ahead with strategic plans to exit their hedge fund allocations. @lydiatomkiw @FundFire has a look at two of them. bit.ly/3FqiCCn
If you ever want to open a raw wound ask me about how I got to JFK at 4 pm yesterday and am still here and not on a plane yet. I can’t even fathom how much worse this will get with more storms and climate change.
Lowenstein partner Peter Greene is quoted in @FundFire discussing the recent enforcement action by #SEC against alternative data vendor App Annie. bit.ly/3lPXfRY
Chatted with @JstnMtchll at @FundFire about @DivestHarvard's critical role in pushing @Harvard to divest from fossil fuels and the powerful way that the complaint we filed with @MassAGO's office influenced that decision in the 1st place⬇️ fundfire.com/c/3319534/4206…
Brexit has cost the UK £600m per week or 2.4 % of GDP since the 2016 referendum, according to Goldman Sachs report in @FT. Bet this doesnt get much coverage. ft.com/content/fb6285…
@bridgetrhickey @ctpf @capitolfax 🦗 @MaryMitchellCST @FundFire @nbcchicago One can go on the CTPF website and read the monthly minutes which is an eyeopener-the same group of people abstain on votes-why? How many employees have left CTPF?
@membersfirstchi Our current and future pensioners need to be represented by people who act professionally and know that the priority is to grow our fund. We can all attend a meeting and witness the bad behavior undermining our future. Don’t sweep this under the rug. Vote them out.
Portfolio companies grapple with higher expenses while trying to comply with sustainability demands, @FundFire's Dervedia Thomas @dervi05 writes on.ft.com/3t8NeT1
The growth of new data tools is giving smaller pensions the ability to adopt ESG data. Check out the latest @FundFire article as our head of research, @damianhandzy, provides some insight. bit.ly/37TKGhN
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