Tag: Francis LLC

View Points

January 12th, 2024

A System to Protect Workers’ Retirement Assets Already Exists

The co-founder and head of advisory Francis LLC responds to pushback on the DOL’s fiduciary rule proposals by calling for...

Practice Management

September 22nd, 2023

The PLANADVISER Interview: Michael Francis, Francis LLC

The advisory head discusses the conflicts of interest risk in merging retirement plan advisement and wealth management, plus why he...

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