Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady its first Chief Product Officer to oversee product alignment.
Bill and Melinda Gates Investments—the 100-person strong team that’s overseen the couple's personal fortune and the endowment of their namesake foundation—changed its name to Cascade Asset Management Co.
Don’t miss the opportunity to attend this webinar on June 22nd, where we'll discuss the evolving role of wealth advisors/family office firms and how COVID and other external forces have accelerated these changes.