De Vree has previously been at Insight Investment, where he was a senior solutions expert and Cooke was previously a senior
investment consultant at Mercer in Hong Kong.
That service provider may be called, among other things, an
investment consultant, a financial adviser, an RIA [registered investment adviser] or a broker, but the common element is that the consultant provides investment information and recommendations to the plan committee.
Among the
investment consultant community, the proposed changes derived from Dodd-Frank are largely viewed as beneficial to investors as they increase transparency, reduce systemic risk, and would presumably improve swaps pricing.
The balance of money and other assets investors entrusted investment funds and other
investment consultant firms with managing reached the middle of the 140 trillion yen level as of March 31, the highest-ever on record, officials at an industry group and other entities said Wednesday.
The AICPA Member Retirement Trust program is a low-cost alternative that provides a master plan and trust document overseen by the AICPA Member Retirement Committee, more than 20 investment fund choices selected by an
investment consultant for the AICPA, and centralized administration by Nationwide Financial.
We completed a search for an
investment consultant and are in the process of evaluating investment managers.
Wayne Mauldin, a senior
investment consultant at Banc of America Investment Services Inc.
Iain Clacher continued, In looking at the relationship between trustees and
investment consultants, the research demonstrated that smaller schemes are more reliant on their
investment consultant than larger schemes, which is understandable given the resource constraints they face.
M2 EQUITYBITES-February 20, 2015-InHub
Investment Consultant eRFP platform debuts in all markets
BANKING AND CREDIT NEWS-February 20, 2015-InHub
Investment Consultant eRFP platform debuts in all markets
