Products February 7, 2008

John Hancock Offers Resource on Tax and Estate Planning

John Hancock has formed a new team within its Special Markets Planning Group to function as a resource for financial planners and advisers who counsel clients about tax and estate planning.
Reported by

The new team is an external complement to John Hancock’s Special Markets Advisory Group, a company announcement said. The firm has named Brandon Buckingham, Vice President and Advanced Planning Attorney, to lead the group.

Other members of the new group include attorneys Jennifer Gugliotti, who joined John Hancock from KAF Financial Group, and Dru Donatelli, who joined from Sun Life. Both are specialists in tax, estate, and retirement planning.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

“We’re now in a new era of retirement planning that is much more sophisticated and technical than in decades past,” said Hugh McHaffie, President of Wealth Management at John Hancock, in the announcement.

Deals & People February 7, 2008

Newport Creates New Position to Work with Strategic Alliances

The Newport Group has appointed Vanessa Watkins, the firm’s Director of Retirement Plan Services, to the newly created position of Vice President of Strategic Alliances.
Reported by

In this role, Watkins will collaborate with Newport’s alliances – which include formal marketing relationships with a dozen national financial firms, and retirement and investment advisory services to more than 100 others.

As Vice President of Strategic Alliances, Watkins will work with these firms at the corporate level to support their marketing strategies through targeted sales campaigns, product rollouts, and new technology development, according to the company.

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

“By establishing an executive-level position to manage these relationships, Newport will be even better able to help these firms compete and promote their brands in a dynamic marketplace,’ Newport’s Chief Marketing Officer Tom Pittman said in an announcement.

The Newport Group is a national provider of retirement plans and investment advisory services.

«