Investment consultants are looking to further diversify their client bases with more assignments from retail financial intermediaries.
Aon’s plan to sell its retirement businesses to Aquiline Capital Partners does not include its OCIO or investment consulting businesses.
Insurance broker Hub International acquired registered investment adviser firm Epstein Financial Services.
Alpha Financial Markets Consulting acquired U.S. alternative investment consultant Lionpoint Holdings for $90 million.
A group of 14 institutional investment consulting firms joined forces to promote and improve sustainable investment practices in the U.S.
Daniel Celeghin was named managing partner at money manager strategy consultant Indefi, a new position.
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.
Kieran Mistry was named head of non-traditional risk transfer at U.K. consultancy firm Hymans Roberson.
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.
Frances Beyers was named managing director and head of capital markets at Cliffwater, a new position at the investment consultant.
CC Capital and Motive Partners have agreed to acquire Wilshire Associates, and its top executives are set to resign when the deal closes.
Alternative investment consulting firm Aksia is acquiring real estate consultant Alignium for an undisclosed sum in an all-cash deal.
David Walker was named CIO of Hymans Robertson, taking over from Andy Green, who remains chairman of the investment committee.
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.