Hancock forms tax and estate-planning team

John Hancock Financial's team will act as a resource for financial planners and advisers on tax and estate planning issues.
FEB 07, 2008
By  Bloomberg
John Hancock Financial of Boston has formed a new team to act as a resource for financial planners and advisers on tax and estate planning issues. The team will be part of John Hancock’s Special Markets Advisory Group and will be led by Brandon Buckingham, vice president and advanced planning attorney. Mr. Buckingham will serve as a national manger and the three-member team will function as an external complement to the Special Markets Advisory Group. The effort is part of the firm’s focus on the retirement planning needs of baby boomers as well as the IRA rollover market, said Hugh McHaffie, president of wealth management at John Hancock in a statement. John Hancock Financial is a unit of Manulife Financial Corporation of Toronto, Canada.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave