Author: North Pier

Announcement: Jim Scheinberg on the panel at IvyFON Family Outlook 2019 Forum

Our Managing Partner, Jim Scheinberg will be speaking today at the IvyFON Family Office Outlook 2019 Forum, on Asset Allocation topics &…

Event: North Pier’s Discretionary Investment Management Industry Working Group on Data Standards

Thank you to all the participants who attended the Industry Working Group at the UCLA Meyer and Renee Luskin Conference Center on…

Market & Economic Commentary | Fall 2018

By: Josh Mackenzie & Jim Scheinberg – November 27, 2018 Green with Envy The entire world is green with envy. By all…

Fiduciary Commentary | Fall 2018

By: Brant Griffin IRS Announces 2019 Cost-of-Living Adjustments On November 1, 2018 the IRS announced this year’s retirement-related cost of living adjustments.…

Happy Anniversary North Pier!

Happy Anniversary North Pier! It’s been 10 years since North Pier was formed as a specialty consulting firm for solving the problems…

Announcement: Jim on the panel at ERISA Industry Committee’s ERIC 2018 Fall Policy Conference

Jim Scheinberg will be on the panel at The ERISA Industry Committee’s ERIC 2018 Fall Policy Conference this month! Recently, ERIC has…

Thinking about evaluating your company’s 401(k) advisor? Here’s what finance leaders need to know. (CFO Magazine Webinar)

Jim Scheinberg & Gregory Metzger recently hosted a webinar with CFO Magazine on September 21st. Watch/listen to the recording here. The transcript is…

Market & Economic Commentary | Summer 2018

By: Jim Scheinberg – August 29, 2018 Hottest Summer Ever! Sure the temperatures might be soaring across most of the U.S., but…

Fiduciary Commentary | Summer 2018

By: Brant Griffin – August 10, 2018 2018 Callan Defined Contribution Plan Trends Survey Callan’s 2018 Defined Contribution Trends Survey captures the…

Fiduciary Commentary | Spring 2018

By: Brant Griffin – May 23, 2018 Effective Financial Education: Why Financial Wellness Matters A decade after the great recession and the…