Hub International acquired retirement plan consulting firm IBG Financial Partners.
David Smith, senior vice president, and Jonathan Farr, vice president, are joining Callan's alternatives consulting group.
Hub International has acquired the assets of retirement plan consulting firm Plan Sponsor Consultants.
SageView Advisory Group acquired the retirement plan services practice of RIA firm Arnerich Massena.
Blackstone's Alight Solutions has agreed to go public via a merger with a special purpose acquisition company backed by investor Bill Foley.
With the purchase of Wilshire Associates now completed, its new owners have big plans for the investment consulting and management firm.
Amy Hsiang was named director of public markets manager research at investment consultant Meketa Investment Group, replacing Mitch Dynan.
Will Martindale was appointed group head of sustainability at Cardano Group.
Meketa has hired Tammy Wood to lead its marketing and business development efforts in a newly created role.
Conflict-of-interest issues are rising with consultant consolidation, IPOs and the addition of money management.
The Spokane fund named current consultant Hyas Group as well as NEPC and Meketa as finalists for a new consultant contract.
Scott B. Harsh was named principal and senior consultant in NEPC's endowments and foundations practice.
Meketa Investment Group informed clients it has taken a loan from the Paycheck Protection Program to help pay its employees.
Sophia Singleton was named head of defined contribution at consultant XPS Pensions Group.
David Bird was named head of DC platform at investment consultant Cardano U.K.
The remote-working environment is forcing consultants to rethink the way they assess money managers on behalf of institutional investors.
Outsourcing route believed to offer edge during times of volatility and dislocation.
Investment consultants are on the frontline, talking institutional clients through managing their portfolios in gyrating global markets.
Callan hired private credit specialist Catherine Beard to oversee its alternative investments consulting group.
Fiona Trafford-Walker, who helped build Melbourne-based Frontier Advisors into an investment consulting giant, to retire in December.
Karyn Williams, formerly of Two Sigma Advisers, launched her own institutional investment consulting firm, Hightree Advisors.
Hub has acquired Inter-Mountain Retirement Partners, the last in a round of acquisitions that started last week.
Hub International acquired WhartonHill Advisors and Perennial Pension & Wealth, bringing to five the total number of firms bought this week.
Hub International has acquired New York-based EPIC Retirement Services Consulting, its third acquisition in as many days.
Hub International has acquired New York-based retirement plan consultant StoneStreet Pearl River, its second acquisition in as many days.