Tag: Retirement/Wealth Convergence

Deals & People

March 11th, 2024

Modern Wealth Adds $1.2B Retirement Plan Advisory

The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional...

Deals & People

December 20th, 2023

Aon to Acquire NFP for $13.4B

NFP will continue to operate independently, with a “connected platform” to Aon.

Deals & People

December 12th, 2023

Carson Group Snags $1.2B Retirement, Wealth Advisory

Oakeson Steiner is leaving OneDigital for wealth-focused Carson Group.

Deals & People

December 4th, 2023

Hub Lands AFS 401(k) Retirement and Wealth Advisories

Advisers Alp Atabek and Alex Assaley will join Hub as retirement and wealth consolidation continues.

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