Tag: SagePoint Financial

Client Service

May 30th, 2023

Advisor Group Issues Alert for 2021 Vendor Data Breach Affecting Clients

Personal information exfiltrated from RRD’s corporate data system included users’ names, addresses and Social Security numbers.

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

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Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

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The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management