Tag: World Insurance

July 17th, 2024

World Investment Advisors Acquires Boston Harbor Wealth Advisors

$3.5 billion firm joins World (formerly Pensionmark) to expand its growth strategy and enhance its offering to advisers and clients.

Client Service

August 22nd, 2023

Goldman, Charlesbank to Invest in Pensionmark Parent World Insurance

The combined Goldman capital infusion would add up to $1 billion, fueling growth plans for areas such as retirement and...

In Practice

April 17th, 2023

Pensionmark CEO Says Firm Moving to 50/50 Retirement, Wealth Split by Summer

About one year after being acquired by World Insurance, Pensionmark discusses robust pipeline of wealth adviser transactions ahead.

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