Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
Manulife John Hancock Investments is leveraging its dual-brand identity to showcase global scale and deep private markets expertise. The firm has expanded its ETF platform over a decade, now offering differentiated active strategies across fixed income, equity, and specialized assets like senior loans. President and CEO Kristie Feinberg highlights how active ETFs meet evolving advisor demand while preparing for demographic shifts including longevity and the great wealth transfer.
Through its TradePMR subsidiary, Robinhood is launching a first-of-its-kind incentive program designed to help RIAs attract new clients.