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Two new players enter the RIA space; Baird adds a bank team with half a billion in assets; and Creative Planning and Focus Financial make big announcements. ....
WEST CHESTER, Pa., August 29, 2023 Venerable Holdings, Inc. ("Venerable") today announced plans to establish a Venerable-owned registered investment adviser ("VIA") and a variable insurance trust ("VIT") comprised of mutual funds managed by VIA that will serve as investment options for insurance company separate accounts. This initiative is part of our ongoing effort to grow and optimize our business and furthers our mission to provide innovative risk transfer solutions to companies with variab ....
Cipperman Compliance Services Announces Addition of Three Senior Professionals Addition of client engagement leaders reflects increasing demand for Chief Compliance Officer outsourcing in financial services News provided by Share this article Share this article WAYNE, Pa., Feb. 23, 2021 /PRNewswire/ Cipperman Compliance Services (CCS), a leading provider of chief compliance officer services to money managers, registered funds, family offices, private equity firms, broker-dealers, and regulated fintech companies, today announced the addition of three senior compliance professionals to the firm s staff. Dianne Descoteaux, Denise Adamczyk, and Adrea Scaramucci will lead client engagements and further bolster a deep and experienced CCS leadership team, allowing the firm to meet increasing demand for its compliance outsourcing services and maintain its commitment to protecting the reputation of investment management clients. ....