Tag: Private equity

Products

June 8th, 2009

Fidelity, KKR to Offer IPOs to Institutional Clients

Fidelity Investment's registered investment adviser (RIA) and broker/dealer clients, and other institutional clients, will be able to invest in initial public offerings (IPOs) underwritten by Kohlberg Kravis Roberts&Co....

In Practice

September 18th, 2008

17 Questions to Ask About Home Equity in Retirement Planning

A new white paper helps advisers ensure their clients' retirement plans are safe from the declining housing market.

micro scope

Room To Grow

Micro plans offer good plan designs, but have room for improvement

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