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 ...

States that operate Section 529 college savings plans are showing an increased interest in hiring third-party investment consultants to monitor their programs in the wake of the stock market downturn ...

Clearstead, a Cleveland, Ohio-based institutional consultant and OCIO, recently hired Envestnet alum Jean Heath as senior managing director of advisor solutions national sales. That follows an ...

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.

Denver Employees Retirement Plan hired NEPC as investment consultant. The $2.3 billion pension fund's board approved the hiring at its Oct. 20 meeting, recently released meeting minutes showed. There ...

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 ...

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for the next 12 months, according to a Capital Group study. Defined ...