UK defined benefit (DB) pension schemes are losing out on over £250m of additional income per year in their global equity portfolios because they are investing via less tax-efficient fund structures than those available, according to new research from The Asset Management Exchange (AMX) and Northern Trust (Nasdaq: NTRS), conducted by Broadridge Financial Solutions.

Let’s face it, this year has looked and felt unlike any other we’ve experienced, and unfortunately there’s a strong chance a lot of that is going to carry over into the summer months.

For multi-generational family businesses, periods of upheavals, such as the rapidly evolving COVID-19 pandemic globally, can raise concerns and uncertainties.

As the situation with coronavirus (COVID-19) continues to evolve, join us for a weekly call series discussing recent developments, their impact on the markets and our recommended positioning.

Heartland Financial USA, Inc. announced relief and support for employees, consumers and businesses facing challenges due to the economic impact of COVID-19.

Coronavirus (COVID-19) Response In times of crisis, we believe community banks play a pivotal role in keeping our communities healthy, safe, and secure.

Coronavirus: Recession, Response, Recovery Falling demand and disrupted supply chains will trigger a global economic recession.

TipRanks, the world’s leading analyst ranking service, recently identified the Top 100 Wall Street analysts of 2019.

BNY Mellon Wealth Management has named Stacie B. Kuhlman as Midwest Regional President, based in Chicago, IL. Kuhlman is responsible for generating new business and increasing the visibility of our brand within the market, reporting directly to President of Central Region Andrew Paterson.

Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, today announced that its Global Investment Banking business has promoted Mike Lindemann to Co-Head of North American M&A and added Todd Noffke as Co-Head of North American M&A. In the new roles, Lindemann and Noffke will provide senior M&A origination and execution support to Baird’s industry teams and further enhance M&A product knowledge and technology throughout the business.

Maria Watts, a Managing Director with Baird Global Investment Banking, was recently named to Mergers & Acquisitions’ list of 2020 Most Influential Women in Mid-Market M&A.

Cambridge Investments & Research issued the following announcement on.Cambridge Promotes Mark Thornton to Director of Information Technology Operations December 18, 2019 Cambridge has promoted Mark Thornton to director of Information Technology Operations.

On December 7, the National MS Society honored Baird with its Outstanding Group of the Year Volunteer award for 2019.

Cambridge has promoted Brian Reid to assistant vice president of Practice Management.

Northern Trust Corporation announced today that Chairman and Chief Executive Officer, Michael G.

Senior Portfolio Manager Duane McAllister, CFA, recently talked with Financial Advisor Magazine about the high demand for municipal bonds, the role municipal bonds can play in a portfolio and the outlook for the municipal market.

Baird Investment Strategist Willie Delwiche was recently interviewed on JC Paret’s podcast about the markets and his analysis process.

Cambridge congratulates three of the firm’s independent financial advisors – Parker Consaul, Steve James, and Wanda Delgado – as they have been awarded the 2019 Spirit of Cambridge Award. Each year Cambridge honors three advisors for reflecting the firm’s core values in the service they provide to their clients.

Media and social focus on gender diversity, the male-female wage gap and women's role in the workplace has rightly been a key topic in 2019.

In a recent interview with Bloomberg Radio, Baird Managing Director and Investment Banker Mike Lindemann shared his perspective on deal counts to-date, and how the economy, trade war and tariffs are impacting M&A activity.