Episode Summary

Jeff Benjamin and Bruce Kelly discuss whether financial regulations will be affected if Democrats win the 2020 election. This week’s episode also includes a conversation with Michelle Fuller, head of ETF distribution at John Hancock Investment Management. And we wrap it up with an Open Notebook segment on Schwab christening its 30th annual Impact conference in virtual fashion.

Episode Notes

Potential impact of a "blue wave" on advisers -- 1:00-6:20

Interview with Michelle Fuller -- 6:20-30:45

• 7:00 -- Background on John Hancock’s ETFs
• 9:40 -- John Hancock's different models from active to passive and more 
• 13:15 -- Stacking up to competition and go-to-market strategy
• 20:00 -- Morningstar's effect
• 21:10 -- Wholesaling during COVID
• 25:00 -- Dimensional Fund’s role
• 28:15 -- Early or late to the party?

Charles Schwab Impact conference -- 30:45-37:00

This episode is sponsored by John Hancock Investment Management

We serve investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise in those strategies, then we apply robust investment oversight to ensure they continue to meet our uncompromised standards and serve the best interests of our shareholders. 

www.Jhinvestments.com

Cover Story on impact of election on regulation https://www.investmentnews.com/election-impact-reg-bi-198850