Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Doretha Clemons, Ph.D., MBA, PMP, has been a corporate IT executive and professor for 34 ...

Recently, several cases of unlicensed investment management and consulting have made headlines. These include an instance where an administrative fine of NIS 130,000 was imposed for unlicensed ...

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 ...

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.

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.

Investment consulting firms are often engaged for their independence, expertise, experience and innovative solutions. However, the consulting industry itself is not immune to change, with acquisition ...

Tony Lissuzzo joined investment consulting firm Callan's Chicago-based team as a senior vice president and investment consultant. “Tony is additive to our Chicago consulting team” and is not replacing ...

Port of Houston Authority is searching for an investment consultant for its $209 million defined benefit plan, $66 million 457 plan and $13 million 401(a) plan. The port authority is seeking proposals ...

BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today released the ...

Madison-based State of Wisconsin Investment Board (SWIB) has recruited investment advisers Wilshire Associates and Cutter Associates and re-appointed Strategic Investment Solutions (SIS) and NEPC, ...

Less than 3 per cent of pension schemes retendered for investment consulting services last year, compared to 18.6 per cent of schemes in 2008, according to research from selection specialists IC ...