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 ...

Asset owners are increasingly leaning on investment consultants to help them navigate market volatility and greater portfolio complexity. Over a third of surveyed allocators said they were likely to ...

BOSTON & CHICAGO & NEW YORK & SAN FRANCISCO & ST. LOUIS--(BUSINESS WIRE)--Fourteen institutional investment consulting firms in the US, with worldwide assets under advisement totaling more than USD 33 ...

Alternative investment consultants that are free of conflicts are an increasingly rare breed, continuing to be picked off by consolidation, initial public offerings and the addition of money ...

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.

Just as asset managers are moving to more user-friendly vehicles like ETFs, investment consulting firms like Cliffwater are pivoting to the retail and wealth space with an eye toward private assets.

It is important for registered investment advisers to determine if the correct workers – regardless of employee or consultant labels — have been designated as Access Persons. Many investment advisers ...

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 ...

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 ...

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 ...