In The News

In The News
CI Financial Strikes Again, Acquires $5.2 Billion Silicon Valley Wealth Manager

Portola Partners marks CI Financial’s 21st U.S. acquisition since it launched an aggressive expansion less than two years ago.

09.15.21
In The News
Ohio Teachers Pension Fund Rejects Forensic Audit Findings

Ohio STRS accuses the report author—who said the fund has ‘abandoned transparency’—of making ‘repeated baseless allegations implying wrongdoing.’

09.15.21
In The News
Police, Fire Pension Fund Assets Top $1 Billion

The assets of the pension fund recently topped $1 billion for the first time in its history.

09.15.21
In The News
The State Pension Funding Gap: Plans Have Stabilized In Wake Of Pandemic

The nation’s state retirement systems finished the 2021 fiscal year in their best condition since the Great Recession of 2007-09.

09.15.21
In The News
NJ’s Public Pension Fund Is Healthier. What’s Next?

NJ’s public-worker pension system has been boosed by bigger state contributions and the stock market. But it’s a long way from 100% funding.

09.15.21
In The News
Achieving Financial Equity And Justice For HBCUs

Historically Black Colleges and Universities (HBCUs) are having more than a moment, and they are finally getting recognition for the contributions they have made to this country.

09.15.21
In The News
Pimco Sets Its Sights On Commercial Real Estate

As the Covid-19 pandemic reduces property values, the bond investor pursues higher yields by acquiring hotels and office buildings.

09.15.21
In The News
Retirement Plan Study Finds Benefits To Using A Single Recordkeeper

Respondents with one provider reported time savings of 17% to as much as 50%, Principal Financial Group found.

09.13.21
In The News
Chicago Park District ‘Reform’ Bill Puts Pension Costs On Taxpayers

House Bill 417 falls far short of the structural reforms Illinois pension systems require. A constitutional amendment is needed after courts blocked a real reform effort in 2018.

09.13.21
In The News
World’s Largest 300 Pension Funds’ AUM Surge 11.5% In 2020

The sovereign wealth funds of Japan and Norway remain the two biggest in the world.

09.13.21