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Voya Financial Hires 2 to Grow Retirement Distribution

Principal, T Rowe Price Extend Retirement Planning, Product Solution Distribution Divisions

LPL Financial welcomes $235 million advisor Laura Evans from Edward Jones

Georgia-based Evans has marked the move with the launch of a new independent financial practice.

Retirement Industry People Moves

CFP Board Names New D&I Director The Certified Financial Planner Board of Standards Inc. (CFP Board) has named Dawn Harris as its director of diversity and inclusion (D&I) for the Center for Financial Planning.  In this newly created position, Harris will be responsible for advancing diversity and inclusion programs and growing the number of diverse CFP professionals within the financial planning profession.   “CFP Board and the center are committed to advancing a culture of diversity and inclusion throughout the financial planning workforce,” says CFP Board CEO Kevin R. Keller. “Dawn brings experience and skills that will strengthen our D&I strategic objectives and programs that help drive a more diverse financial profession.”

Record keepers are bullish on post-COVID opportunities

401(k) record keepers bullish on post-COVID opportunities Industry consolidation, financial wellness, data and new ways to work in the pandemic reality were among things on attendees minds at the latest RPA event December 21, 2020 3 MINS Of the various segments of the defined-contribution industry, record keepers are the most mature, consolidated and powerful. Advisers are closer to the clients, but record keepers own the data and provide the platform to reach them. Leaders of the top record keepers attending the RPA Convergence Roundtable and Think Tank Dec. 14 and 15 shared what is on their minds in the current environment. PARTICIPANT EXPERIENCE There has been a shift from providing a service to creating an experience for plan participants, said Mike Domingos, head of sales and strategic relationships at Prudential Financial.

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