Tag: REIT

Compliance

October 16th, 2023

SEC Exam Priorities Require Advisers to Account for Client-Specific Needs in Recommendations

The regulator also listed expensive, complicated and illiquid investment recommendations as coming under increased scrutiny in 2024.

Products

April 20th, 2023

Investment Product and Service Launches

MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.

Products

August 15th, 2019

Investment Product and Service Launches

Northern Trust enhances securities lending offering; Global X adds ETF suite to Model Market Center; and Cohen & Steers makes...

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