Wealth management

J.B. Pritzker wants lawmakers to pool the assets of hundreds of local public safety pension funds outside Chicago into two statewide funds.

Axxcess Platform announced Tuesday it will deliver portfolio management technology to HJ Sims.

The continued low interest rate environment is compelling more cities to explore issuing the bonds.

Vice President, Manager of Municipal Underwriting, Fidelity Capital Markets

Head of Municipal Credit Research, Whitehaven Asset Management

After a short-lived retirement, Lyle Fitterer will join Baird Advisors as co-head the municipal investment team at the Milwaukee-based asset manager.

Researchers found many pension plans have already taken significant steps to assure their long-term sustainabilty.

JPMorgan Asset Management aims to help financial advisors manage interest risk and duration in their portfolios.

Mary Francoeur of PFM Financial Advisors passed out the awards during the annual NFMA conference in Charleston, South Carolina.

The Pritzker administration says it can now afford to make the full originally scheduled pension contribution without re-amortizing the funding timetable.

With a trillion dollar infrastructure deficit looming and a bill not yet on the table, many are wondering how pension funds could help.

Joseph Rosenblum said he wore many hats, sometimes acting as financial analyst, political scientist, attorney, or investigator.

Eagle Asset Management PM Manager uses barbell approach to find value for clients when short-term munis are expensive relative to Treasurys.

Public pension funds are increasingly attracted to infrastructure investment.

Improved liquidity, spreads, and flows prompt some first-quarter adjustments.

Muni bonds are giving younger investors the opportunity to put their money to work in ways that they value.

Investors, bond lawyers, and other market participants are grappling with how to approach the issue of climate change.

The survey of securities firms showed pressures caused by unfunded pension obligations is expected to be the biggest issue for the muni market next year.

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.

Peter Hayes, head of municipals at BlackRock, says liquidity is sound and muni funds can cope with outflows. He says that among the larger factors in their daily decision-making is the status of an issuers’ pension and OPEB liabilities along with bond structure. John Hallacy is host.