Pa. Muni Selects Consultant Finalists

Lewis, Jakema
August 2004
Investment Management Weekly;8/30/2004, Vol. 17 Issue 34, p3
Reports on the selection of Merrill Lynch Consultant Services Group and Wachovia Securities Consulting Services Group as finalists in the search of Luzerne County Retirement Board for a consultant. Comments from Steve Flood, Luzerne County controller; Allegations against the money managers that previously managed accounts for the fund; Defendants in the case.


Related Articles

  • Pa. Muni. Narrows Search Field. J. L. // Investment Management Weekly;9/22/2008, Vol. 21 Issue 36, p3 

    The article provides an update on the search by the Luzerne County Retirement System for an investment consultant as of September 22, 2008. Among the picks include Bank of New York Mellon, Smith Barney, Creative Financial Group, Wachovia, UBS Institutional Consulting, and Merrill Lynch. The...

  • Hires in Brief.  // Investment Management Weekly;02/22/99, Vol. 12 Issue 8, p5 

    Lists several companies that were hired to manage investment funds and assets. Montag & Caldwell by Jacksonville Fire & Police Pension Fund; Michael Callaway of Merrill Lynch Consulting Services Group by Munder Capital Management; Oaktree Capital Management by California Institute of Technology...

  • Luzerne Seeks Consultant, Custodian. J. L. // Investment Management Weekly;6/30/2008, Vol. 21 Issue 26, p2 

    The article reports on a request for proposal (RFP) issued by the Luzerne County Employees' Retirement & Trust for a firm to provide investment advisory and custodial services. It states that Merrill Lynch Consulting Services Group is the current investment advisor of the fund, of which the...

  • Kayne Anderson Ousted by Pa. Plan. Lewis, Jakema // Investment Management Weekly;8/25/2003, Vol. 16 Issue 33, p4 

    Reports that Luzerne County Retirement System of Pennsylvania has terminated one of its money manager, Kayne Anderson Rudnick Investment Management, in 2003. Reasons for the termination of Kayne Anderson.

  • Pa. Muni to Search For New Consultant. Lewis, Jakema // Investment Management Weekly;5/10/2004, Vol. 17 Issue 19, p2 

    Reports on the plan of Luzerne County Retirement Board to issue a request for proposal for a consultant in May 2004. Deadline of submission of requests for proposals from consulting firms.

  • SEC, FBI to Investigate Pa. Plan's Fiduciary. Lewis, Jakema // Investment Management Weekly;5/12/2003, Vol. 16 Issue 19, p2 

    Deals with the plan of the U.S. Federal Bureau of Investigation (FBI) and the Securities and Exchange Commission (SEC) to investigate Luzerne County Retirement Board. Allegation against Luzerne; Factor which prompted the SEC and FBI probe; Reason that the firm was not registered as a pension...

  • Luzerne Watches ICM, Terminates Others. J. L. // Investment Management Weekly;1/17/2005, Vol. 18 Issue 2, p3 

    The article presents information on the termination of two small capital money managing firms by Luzerne County Retirement Board. It also plans to terminate a third managers due to the same reason of inability to meet the target. Emerald Advisors Inc. and Westcap Advisors are the terminated...

  • Should I Sue My Adviser?  // Money;Aug2008, Vol. 37 Issue 8, p40 

    This author answers the question of whether a person should sue his/her financial adviser for poor portfolio performance.

  • Taken hostage in the name of advice. LIVERSIDGE, NEIL // Money Marketing;7/24/2014, Issue 1447, p27 

    A personal narrative is presented which explores the author's experience as a British financial adviser on how to deal with a client with a track record of disputes.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics