Sun Life Financial

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  MFS Investment Management: ‘The Quiet Company With Lots of Success’

  By John Sullivan, AdvisorOne  |  May 19, 2013

  MFS is the nation’s oldest mutual fund company, widely credited with developing the nation’s first mutual fund.

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  Variable Annuity Outlook 2013: Tough Road Ahead

  By John Sullivan, AdvisorOne  |  December 21, 2012

  Sun Life Financial’s announcement that it will exit the business is the latest in a growing trend. The main culprit is that many variable annuity products hedged their exposure incorrectly.

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  Are Annuities Too Risky for Insurance Companies?

  By Gil Weinreich, AdvisorOne  |  December 18, 2012

  The question naturally arises from Canadian life insurer Sun Life Financial’s decision to unload its U.S. annuity business for $1.35 billion, and recent shakeups in the annuity business.

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  New Hire Roundup: Rogers, Wolf Move Up at Gemini

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2012

  This week in new hires, Andrew Rogers and Kevin Wolf moved up in the management ranks at Gemini; John Sullivan went to Dynasty Financial Partners; and Jonathan Bergman joined TAG Associates.

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  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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  New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO

  By Marlene Y. Satter, AdvisorOne  |  April 11, 2012

  This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.

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  Top 20 Companies for Annuity Sales

  By Marlene Y. Satter and Ron Pechtimaldjian, AdvisorOne  |  March 30, 2012

  Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.

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  Sun Life Financial to Exit Annuity Business

  By John Sullivan, AdvisorOne  |  December 13, 2011

  Sun Life Financial announced Monday that it will exit the annuity business effective Dec. 30, costing jobs in its Wellesley, Mass., and Portsmouth, N.H. offices.

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  New Hire Roundup: MFS Adds Geremia and Jessee; Dearing and Ryan Go to Cole Real Estate

  By Marlene Y. Satter, AdvisorOne  |  October 6, 2011

  This week in new hires, MFS Investment Management welcomed Carol Geremia and James Jessee as co-heads of global distribution and Cole Real Estate expanded its sales team with Bret Dearing and Jim Ryan.