Wellington will sub-advise the fund, with Paul E. Marrkand as lead portfolio manager of the three-person portfolio management team. Marrkand, senior vice president at Wellington, has 28 years of investment experience and has managed the strategy since 2005. Transamerica will handle distribution, which will take place within the financial institution, wirehouse and independent planner channels.
New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.
Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.
After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies is now.
The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.
In an earlier than usual announcement, UBS said it will update its 2026 compensation grid for U.S. advisors, aiming to curb departures and encourage more work with high net worth clients.
Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.
