Host Fred Barstein has an in-depth conversation with Mark Cover from MassMutual and John Carl from the Retirement Learning Center about their new idea for a Chief Governance Officer role. Would it add to the fiduciary load and does it provide revenue opportunities?
- Introducing the Chief Governance Officer role - 2:00
- Does this add to RPA's fiduciary load? - 6:30
- What is the revenue opportunity and where does the Chief Governance Officer come from? - 8:00
- The Plan Champion concept - 11:30
- The potential support MassMutual provides to Plan Champions - 15:00
- Breaking down a Governance Policy Statement - 20:00
- Post-COVID issues to watch out for - 22:00
- Prospecting support for RPAs - 25:00
Guest Bios:
Fred Barstein is contributing editor for retirement for InvestmentNews & RPA Convergence. He is the founder and CEO of TRAA and TPSU.
Mark Cover is the Head of DCIO Field Sales for MassMutual Investments.
John Carl is Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. As the “advisor to the advisors,” John is a highly sought after industry insider who travels the country educating groups of financial professionals on the very latest in retirement legislation, forecasts, and developments affecting the industry.
This episode is sponsored by:
MassMutual Investments is a leading provider of retirement-centric investment solutions. Leveraging the expertise, scale, heritage, and stability of our parent company, MassMutual Investments is uniquely qualified to serve the evolving investment needs of a diverse range of stakeholders. We employ an open architecture approach, constructing diversified, risk-sensitive, multi-manager portfolios that seek to optimally combine the expertise of carefully selected investment teams from proven third-party managers. We offer a comprehensive range of retirement solutions across the major asset classes, designed to address investors’ accumulation to post-retirement distribution life stages. These are available through our family of MassMutual Funds (http://www.massmutual.com/mmfunds), stable value products, and other investment strategies that leverage our multi-manager approach.
To contact a member of MassMutual Investments please visit http://www.massmutual.com/mmfunds/contact-us
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
Bruce Kelly is joined this week by his InvestmentNews colleagues to give their expert opinion on an eventful year in wealth management.
