This week, the Department of Labor (DOL) published for the first time a list of companies that complied with a new requirement to notify the department that they rely on the Qualified Professional ...
John Hancock Retirement, a company of Manulife Investment Management, announced Oct. 17 that it has created a new leadership position at the firm dedicated to improving participant outcomes.
In competing legal briefs, the two parties to a suit challenging the legitimacy of the so-called ESG rule made their case(s).
A change in the title (from “NAPA Top Women Advisors”) and categories (the addition of "MVPs") brought a RECORD NUMBER of nominees! Congratulations to those recognized on this year’s list.
Mastering the art of follow-up is essential for building strong client relationships and expanding your business. In this ...
T. Rowe Price and Pacific Life announced that they are teaming up to provide a new retirement solution designed to provide retirees with a defined contribution plan with stable and predictable monthly ...
Life is full of annoyances – all the better to appreciate the blessings that surround us. That said, there are things about the retirement industry that really bug me. I recently had the privilege of ...
In anticipation of the election results, investors apparently are bracing for adverse financial outcomes if their preferred candidates fail to win the White House and Congress. Somewhat surprisingly, ...
The Government Accountability Office has started an investigation into retirement industry practices surrounding data collection and product cross-selling by service providers, according to Kris ...
The Retirement Security Rule would have extended ERISA fiduciary duties to one-time investment recommendations such as annuity sales or rollover recommendations. But how is it that such transactions ...
While retirement is still more than three decades away for Americans born in the during the late 1990s and early 2000s, a new report finds that many may take a more circuitous path to retirement.
Well, here we are again at the end of yet another workweek . . . and yet, just look at what has happened to these guys and gals . . . On Oct. 9, 1992, 18-year-old Michelle Knapp was watching ...