Tag: EFE

Deals & People

May 13th, 2024

Edelman Financial Continues Wealth Management Push with First Deal of 2024

The leading 401(k) managed account provider continues to build out its wealth planning footprint with acquisition of $453 million Soundmark.

Deals & People

December 14th, 2023

Edelman Financial Engines Acquires New England Pension Plan Systems

The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...

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

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

THOUGHT LEADERSHIP

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