Tag: Business model

An M&A Q&A with Voya Retirement CEO Charlie Nelson

In a discussion with PLANADVISER, Nelson commented on the recently announced deal that will send 900 retail-focused financial advisers to Cetera, with Voya retaining 600 advisers focused on the workplace.

Transformational Trends

2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry.

15th Anniversary of RPAY: Joe Connell

Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of the Year in 2014, Joe Connell says his core approach to the business remains the same.

15th Anniversary of RPAY: Pensionmark

Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office Adviser Team of the Year, apart from the size of the firm.

15th Anniversary of RPAY: Jeb Graham

One sign of the changing times since Jeb Graham was named Retirement Plan Adviser of the Year in 2013 is that plan sponsors are much more interested in the financial and physical well-being of their employees.