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AdvicePeriod Extends West Coast Reach with New Partner Advisor

AdvicePeriod Extends West Coast Reach with New Partner Advisor
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AdvicePeriod continues to influence the wealth management industry, rapidly expanding in various states around the U.S.
The fact that we are committed to taking a client-centric approach to wealth management is what attracts many Partner Advisors.
LOS ANGELES (PRWEB)
January 20, 2021
AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Niza Oun-Nguyen as a Partner Advisor in Irvine, California.
Niza was introduced to AdvicePeriod through its partnership with Ryan Shanks and FA MATCH, a pioneer in data-driven financial advisor recruiting.
Prior to joining AdvicePeriod, Niza was a Vice President for a major institutional wealth manager where she managed wealth for high net worth families, business owners, institutions, and foundations. She also held p ....

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Canterbury Consulting To Host Virtual Annual Investment Forum January 21, 2021

Canterbury Consulting To Host Virtual Annual Investment Forum January 21, 2021
Canterbury s Annual Investment Forum will feature a former commissioner of the FDA, the chief investment strategist at Charles Schwab, and the founder of Ariel Investments as they provide insights on biomedical science and health, international markets, and value investing.
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NEWPORT BEACH, Calif., Jan. 18, 2021 /PRNewswire/ Canterbury Consulting, an independent investment advisory firm overseeing more than $23.6 billion in assets as of June 30, 2020, will host its 13th Annual Investment Forum virtually for the first time on January 21, 2021. This year s forum brings together experts in health science and investment management for engaging presentations and discussions on the state the economy, the markets, and the global community. ....

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Consulting Firms Ask Asset Managers to Disclose Diversity Data

January 7, 2021
Consulting Firms Ask Asset Managers to Disclose Diversity Data
Verus and others have formed a diversity coalition as institutional pressure grows for greater racial equity.
More than one dozen consulting firms are forming a diversity coalition amid greater calls for progress toward racial equity at the asset manager level.
The group, calling itself the Institutional Investing Diversity Cooperative (IIDC), stewards more than $4 trillion in assets and is seeking more transparent data on diversity from investment teams, according to a release from investment consultant and outsourced chief investment officer (OCIO) provider Verus and research firm eVestment.
“This is a critical issue for our industry,” Verus President Shelly Heier said in a statement. “And we had no doubt that our fellow consultants would rally behind a call for clarity and more useful data that would allow us to measure diversity beyond firm ownership.” ....

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