‘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…
Record OCIO Inflows Highlight Need for Evaluation Standards (Pensions & Investments)
North Pier’s Managing Partner/CIO Jim Scheinberg‘s latest article about the OCIO Industry is now featured in Pensions & Investments. Record asset volumes…
Thinking about evaluating your company’s 401(k) advisor? Here’s what finance leaders need to know. (CFO Magazine Webinar)
What do finance leaders need to know when evaluating their 401(k) advisors? North Pier’s Managing Partner Jim Scheinberg & Senior Consultant Gregory…
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…