Intro PLANADVISER September/October 2018

The Next Level

The various approaches to expanding your business

Reported by

Lee Barney

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Deals & People

April 23rd, 2025

Nomura to Acquire Macquarie’s US and European Asset Management Business

The acquisition, which brings over $180 billion in assets under management, will also give Nomura a wealth management channel in...

The Markets

April 21st, 2025

Despite April Funding Downturn, Opportunities for Pension Derisking Remain

There is a “critical window of opportunity” for plans to strategically pursue a partial or full pension risk transfer, according...

Products & Services

March 13th, 2025

SSGA Scraps Gender Diversity Efforts

State Street Global Advisors joins BlackRock, which recently scrapped its ‘aspirational workforce representation goals’ and will no longer require hiring...

Editor’s Letter PLANADVISER September/October 2018

Burying the Lead?

Investing is about how you behave more than it is about what you know

Reported by

Alison Cooke Mintzer

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Client Service

January 2nd, 2025

Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025

Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.

Data & Research

December 31st, 2024

Allianz Life Survey Reveals Financial Stress but Optimism for 2025 Among Americans

Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.

Client Service

November 12th, 2024

Principal’s Houston Says Recordkeepers Must Go Beyond Scale, Innovate to Expand Services

The head of the recordkeeper, asset manager and insurer foresees further consolidation, with winners innovating for advisers and participant services.