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Burney wealth management ’s sector allocation update favors
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Burney Wealth Management’s sector allocation update favors renewable energy stocks after a 4% Q2 pullback, citing strong forward order books and policymaker incentives that could boost EBITDA margins in the second half of Wealth management platform Osaic hired Kristy Britt as its new finance chief. Britt joins the company from Thomson Reuters, where she held several roles in financial leadership and strategic planning across the business, most recently as head of finance for the operations and technology organization. She replaces Jon Frojen, who left the company after almost five years as CFO to join Beacon Pointe Advisors in the same role. Burney provides Fusion's advisors with three key benefits: Recent Burney Wealth Management data shows healthcare equities outperforming broader indices with a 6% quarter-to-date gain, fueled by M&A activity and favorable FDA pipeline developments, which could sustain above-average sector P/E ratios.