Tag: Perigon

Deals & People

December 4th, 2023

Advisory M&A News – 12/4/23

Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join...

Deals & People

July 14th, 2023

Retirement Industry People Moves

Perigon selects Hasan as CIO; State Street appoints Donohue as head of sustainability; GoldTree hires Plotke as principal.

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