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Sponsored by John Hancock Retirement Plan Services
Patrick Murphy
President, John Hancock Retirement Plan Services
Investment Products and Service Launches
Lincoln Financial and BlackRock Launch Variable Annuity; Vanguard Taps RS Investments to Manage Mid-Cap Growth Fund; LGIMA Releases New Scientific Beta Funds for Institutional Investors; and more.
Investment Industry Must Double Down on Fairness and Transparency
In the retirement planning and investment industry of the near- and long-term future, providers’ motivations will play a deep role in determining success.
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Working With Professional Services Firms
Executives’ objectives outplay those of the rank and file
Providers Should Shift From Sole Focus on Baby Boomers
The 35 million households of Generation X currently control more than $5.7 trillion in investable assets, yet they remain a “relatively underserved segment” of the investment advisory marketplace.
Senator Asks That Implementation of Fiduciary Rule Be Ceased
The Senator suggests that the new administration and Congress will likely unwind the rule, so the Labor Department should not impose unnecessary costs on advisers.
Advisers and Clients Slow Innovation to Prevent Litigation
The defined contribution retirement plan market saw an unprecedented number of lawsuits brought against plan sponsors and their providers in 2016, according to Cerulli Associates.
Adviser Preferences Study Denotes Commitment to Clients
Advisers have a lot of choice when it comes to fine-tuning their business model, but they must know what matters most to which clients.
Retirement Industry People Moves
John Hancock Expands Institutional Sales Team; CUNA Mutual Retirement Tackles TPA Market; OneAmeirca Appoints Regional Sales Director; and more.
Corporate Pension Plans Seeking New Risk Reduction Measures
In 2016, the number of defined benefit plans with a funded status less than 80% increased to 28%, from 21% in 2015, according to a new survey by...
Institutional Investors Have Many Changes Planned
Institutional investors worldwide are expecting to make many asset allocation changes in the next one to two years, according to the new Fidelity Global Institutional Investor Survey.
Plan Sponsor Scrutiny Elevates Adviser Businesses
The new fiduciary rule will motivate sponsors to take a harder look at the offerings and performance of service providers—including recordkeepers, investment managers and advisers.
Annuities Industry Fiduciary Challenge Dwelt Blow In Federal Court
A U.S. District Court has handed down a DOL-friendly ruling in one piece of anti-fiduciary rule litigation that is seeking more leniency for fixed-index annuity providers.
Finding Investment Managers With the Best Culture for Performance
New research suggests that an investment manager organization with a culture of purpose and passion has better long-term outcomes than those that don't.
Proposed DB Plan Regulations Address Changes Made by the PPA
Proposed rules by the IRS would amend the current final regulations under section 417(e) of the Internal Revenue Code regarding the minimum present value requirements of section 417(e)(3)...