Voya Financial Launches Primary Plus Learn more & get our take 👇 https://lnkd.in/gA3KcFdH “At Voya, we know that employees want — and value — a personalized approach to financial guidance. As a result, we continue to see a growing interest in managed account solutions, with total assets increasing 27% since the year prior in the first quarter of 2024 alone.” — Andre Robinson, Senior Vice President, Retail Wealth Management and Advisory Solutions at Voya Financial “Our focus is to create a pressure-free experience where plan participants have the information, guidance or advice they need to make better savings and planning decisions.” — Jason White, Director, Advisory Services at Voya Financial #financial #banking #SoFNews
Slice of Finance’s Post
More Relevant Posts
-
Recruiting Director | Onboarding | Leader Connecting top talent with opportunities! I lead recruitment strategies that attract top-tier candidates and foster long-term professional growth.
Are you tired of financial service firms that don't live up to their claims? Look no further! Rethink Wealth is the one firm that stands out from the rest. With a unique approach to financial services, Rethink Wealth is truly different in so many ways. Don't believe it? Karen Berns at Rethink Wealth is ready to prove it to you. Send her an email at Karen.berns@rethinkWealth.com and see for yourself. #RethinkWealth #FinancialServices #DifferentIsBetter
-
-
Want to gain the trust and loyalty of Gen Y and Z? Help them improve their financial situation. Simple! According to Fidelity Investments research, 73% of Gen Y and Z put pressure on themselves to constantly improve their financial situation. Help them attain consistent improvement, on their schedule, and you have retained a top employee! Also to note -- 7 in 10 employees rank AMBITION as a high priority and personal value. How can you increase ambition, financial consistency and retention today?? #familybusiness #participantexperience
-
I help Staffing and HR Tech Companies Grow Sales Faster | LinkedIn Top Voice for Staffing | Marketing | Sales | Lead Gen | Professional Development | Global Award-Winning Staffing Leader | ClearEdge
Staffing firms can learn from the recent surge in M&A activity among top banks: Market Positioning: Strengthen your brand to attract potential partners. Capital Utilization: Invest in technology and talent to enhance service offerings. Client Confidence: Build trust through transparent and reliable services. Operational Efficiency: Streamline processes to improve profitability. Stay ahead in the competitive staffing industry—partner with me at ClearEdge for strategic sales and marketing insights and growth. #MergersAndAcquisitions #Staffing #HRTech #ClearEdge
BNY delivered another quarter of improved financial performance, with positive operating leverage on the back of solid fee growth and continued expense discipline. Last month, we celebrated the 240th anniversary of our company. As we write our next chapter, we continue to take steps to propel us forward – investing in our leadership team, launching new client solutions and modernizing our brand. Halfway through the year, we’re pleased with the progress we have made, but we are focused on running our company better and the hard work ahead. As highlighted in our improved financial performance to-date, we are starting to demonstrate the power of BNY’s franchise to our clients and shareholders, and we remain in execution mode to unlock the company’s full potential. Read more: https://lnkd.in/eAvBA5qP
-
-
We’re happy to share 📢 that MN Wealth Advisors has launched a new website! This new site underscores an ongoing commitment to providing the best guidance and information on all things wealth management. Check out the new site today: www.mnwealthadvisors.com #wealthmanagement #financialplanning #financialfreedom #wealthbuilding #moveforward
MN Wealth Advisors
marksnelson.shp.so
-
The Great Wealth Transfer is happening, and it's estimated that between $10 and $50 trillion of wealth will move from older to younger generations. Wealth management firms can take advantage of this by developing modern family offices that can cater to the diverse needs of these clients. This requires an understanding of modern family dynamics, enhanced tools and offerings, and a willingness to adapt to changing expectations. Read more from this insightful article from Financial Advisor Magazine by Tarah Williams below. #WealtthManagement #WealthTransfer #FamilyOffice #FinancialServices #FinancialPlanning
-
Help advisors looking to setup their own RIA or join an existing RIA | Vice President, RIA Custody Sales at Fidelity Investments
There’s been a lot of buzz lately about Fidelity’s #alternativeinvestment products and research! Check out why some publications across the industry have been highlighting Fidelity’s work. 👇 Learn more about Fidelity’s alts solutions: https://bit.ly/45UU2ab
-
Founder and CEO of 7 Sabers Wealth Management | Northwestern Mutual. Forbes 2024 Best-in-State Wealth Advisors and Top Financial Security Professionals.
When I first began working in the financial industry, I didn't have a team and had to manage everything by myself. This is how everyone starts on this journey. However, now that I have a group of experts working alongside me, I count on and trust their guidance for our client’s queries. I have great confidence in my team's professional knowledge and truly believe they will do everything in their power to achieve our client’s desired outcomes in life. #sevensaberswealth #northwesternmutual #financialplanning
-
-
We’re happy to share 📢 that MN Wealth Advisors has launched a new website! This new site underscores an ongoing commitment to providing the best guidance and information on all things wealth management. Check out the new site today: www.mnwealthadvisors.com #wealthmanagement #financialplanning #financialfreedom #wealthbuilding #moveforward
MN Wealth Advisors
marksnelson.shp.so
-
This week in advisor moves: LPL and Commonwealth go back to the Osaic well for advisor teams; Raymond James pulls from Morgan Stanley; and Dynasty Financial Partners and Gries Financial Partners shake things up in the C-suite. #recruiting #wealthmanagement #advisors
Advisor moves: LPL has another big week, pulling from Wedbush and Osaic
financial-planning.com
-
If you’re thinking about #GoingIndependent and wondering what happens after you’re all set up and ready to go … Fidelity has you covered. ✔️No matter where you are on your path, our ongoing support doesn’t stop just because your business is up and running. Take it from one of our clients who started her own RIA firm, Shannon Eusey, CEO of Beacon Pointe Advisors: “They’ve been extremely knowledgeable about the changing landscape of the business and helping us implement new technology … I don’t think we can actually grow our business based on what we want to do over the next 5 years if we don’t have Fidelity by our side.” Hear firsthand from other Fidelity clients about how we show up for them—and check out all the ways we can be there for you on your own journey to independence. #advisors https://bit.ly/42utnzk
