Tag: Heffernan

Deals & People

February 5th, 2024

Advisory M&A News – 2/5/24

Mariner Wealth Adds $104B in Institutional AUA; Heffernan makes Florida acquisition; OneDigital adds WealthSource with advisers in 9 states; and...

Deals & People

July 3rd, 2023

Advisory M&A

Heffernan announces acquisition of Barbary; Procyon Partners adds two senior advisers; WP Financial acquires Sage Financial Design.

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