Northern Trust Just Changed Its Wealth CIO. The Bigger Story Is Client Complexity
Northern Trust named Eric Freedman wealth CIO as Katie Nixon moves to lead the Northeast, showing how private-client investment leadership is changing.
Cetera Wants Advisors To Serve Wealthier Clients Without Building A CIO Desk
Cetera launched Private Wealth model portfolios with Envestnet, giving advisors scalable tools for affluent and high-net-worth client portfolios.
UBS’ $1B Puerto Rico Hire Is Really A Local Trust Story
UBS recruited a $1B Merrill team in San Juan, showing why Puerto Rico’s wealth market remains a test of local trust and global advice.