Segal Marco Advisors named Sue Crotty as chief investment officer, replacing the retiring Tim Barron.
Insurance broker Hub International has acquired retirement plan consulting firm GRP Financial California.
Cambridge Associates hires Audrey The-Dumas to build and manage private equity and venture capital portfolios for clients in Asia.
Insurance broker Hub International has acquired registered investment adviser Fiducia Group.
Rosemont Investment Group is selling its minority stake in investment consulting firm Clearstead to Flexpoint Ford.
Isio Group agreed to acquire Premier Pensions Management, its first acquisition since breaking off from KPMG.
Consultant Hyas Group will be acquired by a unit of Morgan Stanley Wealth Management.
Mercer and eVestment have partnered to make Mercer's markets research, ratings and more available via eVestment platforms.
Aon and Willis Towers Watson have terminated their proposed merger to halt an antitrust suit filed by the U.S. Department of Justice.
SageView Advisory Group acquired RIA firm MJM401k, adding $17 billion in assets under advisement to SageView's client roster.
Aon’s plan to sell its retirement businesses to Aquiline Capital Partners does not include its OCIO or investment consulting businesses.
Investment consultants are looking to further diversify their client bases with more assignments from retail financial intermediaries.
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.