Corporate Moves
Cerity Partners to Merge With Investment Consultant Verus
The combined firm would manage and advise on $1.3 trillion in assets.
Tag: Verus
Asset Allocation
How Investors Can Approach Portfolio Volatility Heading Into 2026
While most forecasts are optimistic for next year, volatility is projected to continue, likely resulting in a variety of strategies rising to navigate it.
Market Moves
How Institutional Investors Are Reacting to Trump Tariffs
After unprecedented tariff announcements that are predicted to lead to ‘true economic pain,’ long-term investors are expected to stay the course.
Asset Allocation
Equity Strength May Come From More Than Just Mag 7 in 2025
Investors expect a stock rally to continue in 2025, fueled by deregulation and tax cuts, while watching policy closely.
Newsmakers
Shelly Heier, President of Verus, to Depart This Month
Her duties will be taken up by the investment consultant’s CEO and CFO.