Tag: Edelman

Deals & People

November 16th, 2023

Edelman Financial Engines Acquires PRW Wealth Management

The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.

Deals & People

May 31st, 2023

Edelman Financial Names Former Personal Capital Head Jay Shah as CEO

Current CEO Larry Raffone will become chairman of the board while remaining a meaningful shareholder.

Events Spotlight

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Retirement Experts: A Better Way To Crack the Retirement Income Nut.

Guaranteed income sources can help retirees maximize Social Security benefits.

Sponsored by TIAA

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