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Resource Contributors

Categories: Resource Contributors

Target Date Funds Update

The Investment Strategies team at Mesirow Financial is an independent, third party consultant. We provide robust asset allocation strategies and manager selection to insurance companies, defined contribution providers, broker/dealers, and mutual fund companies. Our team has the ability to add value to our clients' investment platforms in a number of...

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Target Date Funds Update

Innovative. Flexible. Analytical. Asset allocation research and services. Ibbotson Associates is a leading authority on asset allocation with expertise in capital market expectations and portfolio implementation. Approaching portfolio construction from the top-down through a research-based investment process, its experienced consultants and portfolio managers serve mutual fund firms, banks, broker-dealers, and...

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Retirement Income Update

The Investment Strategies team at Mesirow Financial is an independent, third party consultant. We provide robust asset allocation strategies and manager selection to insurance companies, defined contribution providers, broker/dealers, and mutual fund companies. Our team has the ability to add value to our clients' investment platforms in a number of...

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Legislative Update

Invesco is one of the largest global, independent investment managers. With more than 600 dedicated investment professionals worldwide and an operational network spanning 20 countries, Invesco offers an “investors first” approach built on our commitment to investment excellence, depth of investment capabilities and organizational strength. Our sole focus is investment...

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Legislative Update Listen

Invesco is one of the largest global, independent investment managers. With more than 600 dedicated investment professionals worldwide and an operational network spanning 20 countries, Invesco offers an “investors first” approach built on our commitment to investment excellence, depth of investment capabilities and organizational strength. Our sole focus is investment...

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ERISA Litigation Update

The Wagner Law Group, A Professional Corporation, is a nationally recognized ERISA, employee benefits, executive compensation and employment practice. Established in 1996, The Wagner Law Group has 16 attorneys engaged exclusively in employee benefits law. The firm is among the largest ERISA boutiques in the country. Our practice is national...

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Litigation Update

The Wagner Law Group, A Professional Corporation, is a nationally recognized ERISA, employee benefits, executive compensation and employment practice. Established in 1996, The Wagner Law Group has 16 attorneys engaged exclusively in employee benefits law. The firm is among the largest ERISA boutiques in the country. Our practice is national...

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E&O Insurance Update

The North American Professional Liability Insurance Agency, LLC (NAPLIA) is a national agency that specializes in providing professional liability insurance to investment advisors and other financial professionals. As an independent agency, NAPLIA represents the best interests of their clients. Widely recognized as an industry leader with integrity, NAPLIA works with...

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E&O Insurance Update

Quarterly Update given by Gary Sutherland, CEO NAPLIA

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Asset Allocation Update

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