‘Angry’ Clients, ‘Shocked’ Staff After TIAA Pulls the Plug on Outsourced-CIO Arm (Institutional Investor)
TIAA recently announced that it will begin plans to shut down its Outsourced-CIO business. “We thought they were going to be a…
The Number 1 Reason Institutions Fire Their OCIOs (Institutional Investor)
Institutional Investor recently featured North Pier’s managing partner, Jim Scheinberg & senior consultant Greg Metzger in its article on the top reason why institutions end…
3 Things Plan Sponsors Should Know About Advisors Who Won’t Stop Calling (BenefitsPro)
North Pier’s Managing Partner Jim Scheinberg‘s explores why advisors won’t stop calling plan sponsors in his latest article for Benefits Pro. Annually, Fidelity…
The OCIO Industry Is the ‘Wild West.’ Here’s How to Tame It. (Institutional Investor)
Institutional Investor recently featured North Pier’s managing partner, Jim Scheinberg in its recent article on the lack of track record standards in the OCIO industry…
Plan Sponsor Due Diligence During Recordkeeper Acquisition (PLANSPONSOR)
Gregory Metzger, North Pier’s Senior Consultant and Search Practice Leader, was featured in PLANSPONSOR’s most recent article on the important due diligence…
ERISA’s Duty to Monitor: A Conversation with Rick Unser on the 401(k) Fridays Podcast
Listen to Jim Scheinberg‘s conversation with host Rick Unser on the 401(k) Fridays Podcast about current issues and latest practices regarding retirement…
An Overview of the Outsourced-CIO Trend: A Conversation with Eric Dye on the Enterprise Radio Podcast
North Pier’s Managing Partner Jim Scheinberg was recently featured on Eric Dye’s Enterprise Radio Podcast where they discussed the Outsourced-CIO trend. Click…
Markets Bloom Ahead of Spring | Spring 2019 Market & Economic Commentary
By: Josh Mackenzie & Jim Scheinberg – April 30, 2019 Markets Bloom Ahead of Spring Just as the fear-based instinct of fight…
Retirement Legislation Update – Here We Go Again | Spring 2019 Fiduciary Commentary