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VIRTUS INVESTMENT PARTNERS, INC  : Change in Directors or Principal Officers, Financial Statements and Exhibits (form 8-K)

Virtus Investment Partners, Inc. (the Company ) and Timothy A. Holt, Chairman of the Company s Board of Directors (the Board ), of his decision to retire as a member of the Board effective April 16, 2021 pursuant to the Board s retirement policy. Mr. Treanor s retirement is not the result of a disagreement with the Company. Mr. Treanor has served as a member of the Board since the Company became a public company in 2009 and as its Chairman from 2009 through February 2021. Compensation Committee and

Duff & Phelps brings on institutional business development managing director

Duff & Phelps brings on institutional business development managing director Duff & Phelps brings on institutional business development managing director Susan Ford was named managing director, institutional business development at Duff & Phelps Investment Management. It is a newly created position, spokeswoman Sarah Honold said in an email. Ms. Ford will work in the business development of the Virtus Investment Partners affiliate’s listed real asset strategies, including global listed infrastructure and global real estate. She reports to John Creswell, executive managing director. Ms. Ford was previously vice president, institutional business development at Cohen & Steers. Cohen & Steers spokesman Paul Zettl could not be immediately reached for further information.

Virtus Investment Partners Reports Preliminary March 31, 2021 Assets Under Management

Virtus Investment Partners Reports Preliminary March 31, 2021 Assets Under Management News provided by Share this article Share this article HARTFORD, Conn., April 12, 2021 /PRNewswire/  Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported total assets under management (AUM) as of March 31, 2021 of $168.9 billion. The increase in AUM from December 31, 2020 reflected the addition of $29.5 billion of assets from the strategic partnership with Allianz Global Investors, market appreciation, and positive net flows in retail separate accounts, open-end funds, exchange traded funds, and institutional.  In addition, the company provided services to $3.4 billion of other fee-earning assets that are not included in assets under management. Assets Under Management (unaudited)

Scott Walton of Walton Financial Again Named One of Forbes Best-in-State Wealth Advisors for 2021

Share this article Share this article BIRMINGHAM, Ala., April 8, 2021 /PRNewswire/ Walton Financial, a financial planning company in Birmingham, AL, today announced that its founder, Scott Walton, has been named to  Forbes Best-in-State Wealth Advisors list for 2021. The list was published on  Forbes.com, and a condensed listing is available in the current issue of the magazine. In addition to a highly coveted spot on this year s list, Walton boasts nearly three decades of experience and several FINRA security registrations. Scott Walton Walton began developing his skills in asset allocation, modern portfolio theory, and institutional money management as an account executive at Dean Witter Reynolds in New York. From there, he went on to become associate vice president of investments at Prudential Securities. There, his appreciation for the financial services industry s role in estate planning and retirement planning deepened. In 1999, Walton founded his own firm with

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