The transaction is expected to close in the second quarter of 2025. Financial services and consulting firm Mercer, a Marsh McLennan company, announced Tuesday that it has entered into an agreement to ...

BISMARCK — The state’s general investment consultant has been continually guiding the State Investment Board for more than 20 years without having to go through a formal competitive bidding practice.

A group of 14 institutional investment consulting firms have joined forces to promote and improve sustainable investment practices in the U.S. The Investment Consultants Sustainability Working Group.

The purpose of this request is to solicit proposals from firms interested in serving as an investment consultant to the City of Lakeland’s Public Improvement Endowment Fund Board (the “Board”). The ...

As an asset manager, understanding how institutional asset owners and investment consultants evaluate you is crucial to your success. In this article, we break down the key factors they consider ...

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for the next 12 months, according to a Capital Group study. Defined ...

Clearstead, a Cleveland, Ohio-based institutional consultant and OCIO, recently hired Envestnet alum Jean Heath as senior managing director of advisor solutions national sales. That follows an ...

NEW YORK--(BUSINESS WIRE)--Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Crisil Coalition Greenwich, a leading global provider of strategic ...

RIA aggregator Hightower Holding has agreed to acquire a majority interest in NEPC LLC, a Boston investment consultant and private wealth advisor that tops $1.66 trillion in assets under ...

Emigrant Partners, a subsidiary of New York Private Bank & Trust, has made an investment in Ulrich Investment Consultants, a wealth management firm. No financial terms were disclosed. NEW YORK, NY ...