Tag: MarshBerry

Deals & People

March 27th, 2024

Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence

The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...

Deals & People

October 16th, 2023

Advisory M&A News – 10/16/23

MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.

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