Displaying 17 results
MassMutual B-D gooses advisors with new bonus
MML Investors Services reps can earn an "advisor growth bonus" this year that rewards net new assets.
What’s the key to achieving retirement happiness?
Research from MassMutual underscores gaps between retirees and pre-retirees, as well as evolving views on retirement satisfaction.
Most near-retirees lacking in Social Security knowledge
Quiz of 1,500 Americans exposes concerning gaps in what they know about retirement income and their estate planning readiness.
Capturing more wallet share with cash
Yields on cash offerings are higher in current market conditions, a trend that has attracted investors' attention.
Financial wellness still has room for improvement, younger workers say
Only 24% of young adults strongly agree that their employer has policies or structures in place to support work-life balance.
MassMutual promotes pair to leadership team, says goodbye to US head
Mike Fanning is retiring after 17 years as the insurer's US head, a period in which MassMutual grew into one of the top annuity providers in the US.
New MassMutual study shows optimism about economy
More Americans reported feeling increasingly confident that a potential recession wouldn't adversely impact their day-to-day finances compared with last quarter.
Massachusetts slaps MassMutual unit with $250,000 fine
Regulator says rep defrauded clients by saying variable annuities were commission free.
Cetera adds $300 million team from Mass Mutual
Skafco, based in Dublin, Ohio, is led by Rod Skaf and Wayne Niles.
LPL nabs MassMutual advisers managing $550 million
The six-adviser team in St. Louis, Planify Group, is affiliating through super OSJ Cornerstone Wealth Management.
MassMutual trio managing $186 million moves to Cetera
Jason Benedetti, Gus Dekavallas and Larry Ritter affiliate in Scottsdale, Arizona.
What Creative Planning’s deal for Lockton’s retirement unit means for RPAs
The transaction marks the first time a top-five RIA has acquired a top-five retirement plan adviser firm, which could send Creative Planning's rivals scrambling to find larger RPAs.
What Ascensus purchase of Newport Group means for advisers
Last week’s announced purchase of Newport Group by Ascensus comes on the heels of Empower’s purchases of MassMutual’s and Prudential’s record-keeping divisions.
Fidelity, MassMutual point to student-loan perks for workers
Fidelity is increasing its limit for student loan contributions for its employees, and MassMutual is letting people apply vacation time to payments.
LPL lands $675 million team from MassMutual
Polaris is headed by partners Corey Basehore and Justin Dunwoody and includes adviser Sarah Leer, two junior advisers and a nine-member office staff.
Plaintiffs make a splash in SeaWorld 401(k) lawsuit
The class action calls out the plan's fees for investments, record keeping and financial advice.
MassMutual to buy Great American Life Insurance
The deal will reinforce MassMutual’s focus on its retail annuities business. Last year, the company sold its defined-contribution record-keeping business to Empower Retirement via a reinsurance transaction with a ceding commission of $2.35 billion.
