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Weekday news and analysis for retirement plan advisers
Friday, May 13, 2022
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COMPLIANCE
John Hancock Defeats ERISA Foreign Tax Credit Lawsuit
Though the court previously allowed class certification in the case, a new order firmly rejects the plaintiffs’ arguments that they were entitled to certain foreign tax rebates generated by group variable annuity contracts they had signed.
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Industry Changes Reflected in NFP Business Realignment
The firm says its personnel changes will help it meet clients “wherever they are” and address the needs of plan sponsors, family offices and high-net-worth individuals equally.
Today’s Most Read
1. House Committee Advances Bill to Vacate Retirement Security Rule
2. J.D. Power Names Top 5 Firms With Highest Financial Adviser Satisfaction Ratings
3. Gen X, With Retirement “Around the Corner,” Not Confident in Income Replacement
Investment Product and Service Launches
Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust partners with Enfusion as part of whole office strategy; and more.
Risks and Rewards of Managed Accounts
Managed account solutions may present opportunities for wealth management firms to grow assets and revenues, but they also carry risks that must be effectively managed.
Is It Time to Let Go?
Working with unprofitable clients can be a challenge.
Market Mirror Market Mirror Graph

Thursday, the Dow lost 103.81 points (0.33%) to close at 31,730.30, the Nasdaq gained 6.73 points (0.06%) to 11,370.96, and the S&P 500 was down 5.10 points (0.13%) to close at 3,930.08. The Russell 2000 increased 21.24 points (1.24%) to 1,739.38, and the Wilshire 5000 was up 64.44 points (0.17%) to 38,954.37.

The price of the 10-year Treasury note increased 11/32 lowering its yield to 2.862%. The price of the 30-year Treasury bond increased 4/32 lowering its yield to 3.027%.

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