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 ...

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 ...

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.

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.

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 ...

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 ...

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 ...

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 ...

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 ...

According to a filing with the Securities and Exchange Commission dated November 18, 2025, Integrated Investment Consultants, LLC disclosed a new position in UWM Holdings Corporation (UWMC 4.62%), ...