Tag: Direct Indexing

Products

April 13th, 2023

Investment Product & Service Launches

FuturePlan/Ascensus and Voya launch employer-aggregated plan; Broadridge and Paychex partner on small 401(k) retirement plan solution; Savvy Wealth launches direct...

Products

November 1st, 2022

Direct Indexing Drumbeat Continues with Morningstar Adviser Offering

Morningstar is the latest entrant to tout a direct indexing option for financial advisers, allowing them to invest directly in...

Products

October 24th, 2022

Fidelity Offers Direct Indexing Products Touting More Personalized Investment Options

Direct indexing is driving growth in personalized account management for tax advantages, value-driven investing.

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

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Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management