Building Rapport with Partnered Clients: How to Bring Both into the Retirement Planning Conversation
Voya Financial Advisor Marilyn Timbers offers tips for advisors on how to engage both partners in financial planning discussions.
3 Unique Financial Issues for Special Needs
Voya Financial Advisors president Tom Halloran discusses the unique financial planning considerations for individuals with special needs and disabilities, along with their caregivers.
5 ways to help employees with special needs dependents
Tax Exempt Markets president Heather Lavallee provides opportunities for employers to structure workplace benefits to accommodate individuals and caregivers with disabilities.
Old-fashioned retirement advice still works
Voya’s head of Behavioral Finance Rick Mason shares findings from latest research and working paper.
Helping to Meet Participants’ Goals
Profile on the State of Michigan, for which Voya is plan sponsor and recordkeeper and success of the “Small Steps” auto-escalate campaign to help increase plan participation and savings.
Auto Enrollment Default Savings Rate Increase Does Not Discourage Participation
Feature on Voya’s research study revealing a high automatic enrollment default savings rate does not deter participant enrollment, contrary to most employers’ outlooks.
The Nobel Prize for Clever Mind Games Goes To…
Mention of Voya’s Behavioral Finance study regarding employers default 401(k) plan rates moving above 6%.
5 Things to Know About Your Life Insurance
Voya Financial Advisors President Tom Halloran pens an article on the important role life insurance plays in building a holistic financial plan.
Asset managers’ profits threatened by Rothification
Retirement CEO Charlie Nelson talks with Benefits Pro on Tax Reform and the debate over “Rothification” of defined contribution and IRA contributions.
Lessons Learned: Four Important Planning Questions for Those Nearing Retirement
Voya Financial Advisor and Retirement Coach Holly Kylen pens a byline on the key questions her currently retired clients wish to pass down to those nearing retirement.
Four Ways to Manage Advanced Technology
Director of platform strategy and product deployment for Voya Financial Advisors Brian Emde pens a byline on trends advisors face when it comes to the advancing world of technology.
The Biggest Investing Mistakes of Each Generation
Voya Financial Advisor Holly Kylen talks with U.S.News & World Report on investing behaviors for each generation.
Tax reform efforts put retirement plans at risk
CEO of Retirement Charlie Nelson talks with P&I on tax reform retirement efforts and what can be done to promote greater coverage.
Tax-Exempt Retirement Plans Have Varying Focuses
Voya’s President of Tax Exempt Markets, Heather Lavallee, provides a view of industry trends within the TEM business and what Voya is doing to address them, specifically within health care.
Helping Families of Children With Special Needs
Voya's efforts to advance financial planning among families with special needs was recently highlighted in a Wall Street Journal Advisor Spotlight on Voya Financial Advisor Jon Kurtz.
Female Financial Advisors Find Their Way
Voya Advisor and Retirement Coach Marilyn Timbers talks with U.S. News & World Report about the important role of the female advisor.
FP50: A holistic shift for IBDs
Voya Financial Advisors ranked in Financial Planning’s annual “FP50” list of the industry's biggest independent broker-dealers.
Wells Fargo loses $160 million broker to Voya
News of Voya Financial Advisors latest recruit, Sanders Wealth Management.
Diversity and Inclusion in Financial Services
Tom Halloran, President of Voya Financial Advisors, discusses Voya’s culture of supporting diversity in the financial services industry.
Parents: Help your new college graduate achieve financial success
Mike Berry of Voya’s Advanced Planning team provides parents with tips on setting new college graduates up for financial success.