Plan sponsors’ investment committees rely on their advisors to help them do their jobs properly and avoid potential problems. I recently asked Emily Costin, an employee benefits/ERISA expert and ...

Much like the retirement planning industry itself, the wants and needs of investment committee members have evolved. Instead of solely discussing investment topics, meetings are now comprised of ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. Among the ultra-wealthy, wealth transfer is no longer an ...

There is an old saying: "A camel is a horse designed by a committee." And that’s more or less why top wealth management firms follow strict and structured practices to make sure their investment ...

The Agreus and KPMG Private Enterprise 2023 Global Family Office Compensation Benchmark Report reveals that more than 60% of family offices cited wealth preservation and long-term growth as the ...

Ian Johnson is an institutional portfolio manager (IPM) in the global institutional solutions team at Fidelity Investments. He serves as a member of the investment management team, maintaining a deep ...