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LPL adds $210 million all-woman team from Voya
NEWS BROKER DEALERS MAR 14, 2022
LPL adds $210 million all-woman team from Voya

Kristi Turchan and Debbie Verker operate as Ascend Wealth Management in Grand Rapids, Michigan.

Financial wellness webinars can boost 401(k) contributions
RETIREMENT RETIREMENT PLANNING MAR 14, 2022
Financial wellness webinars can boost 401(k) contributions

Attending sessions on such topics as budgeting and investing can encourage workers to increase the amount they save in their 401(k)s, an EBRI study shows.

The Lipper Awards reflect the new normal
THE INVESTMENTNEWS PODCAST MAR 14, 2022
The Lipper Awards reflect the new normal

Bruce and Jeff talk to Tom Roseen, head of research services at Refinitiv Lipper Research, about the recently announced Lipper Awards and some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper.

Rising Star: Catalina Franco-Cicero
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
Rising Star: Catalina Franco-Cicero

Franco-Cicero, a wealth adviser at Tobias Financial Advisors, is committed to bringing financial planning and financial literacy to underserved populations.

Rising Star: Pammi Bhullar
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
Rising Star: Pammi Bhullar

Bhullar, who joined Edelman Financial Engines in early 2021 to design and launch its DEI program, said she aims ‘to elevate the voices of all employees.'

See It Be It Role Model: Lee Thoresen
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
See It Be It Role Model: Lee Thoresen

Thoresen, senior counsel for RBC Wealth Management, is an active member of the firm’s Diversity Leadership Council and recently finished two terms as chair of its Multicultural Employee Alliance.

See It Be It Role Model: Mac Gardner
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
See It Be It Role Model: Mac Gardner

After 20 years as a financial adviser, Gardner decided to pursue his passion for financial literacy and created FinLit Tech, a company with an app that gamifies financial education for grade school students.

See It Be It Role Model: Brandon Dixon-James
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
See It Be It Role Model: Brandon Dixon-James

Dixon-James set up his own firm, Resilient Wealth Management, in 2013, and says independence lets him pursue his passion for education, which includes volunteering in financial literacy programs for children.

See It Be It Role Model: Ankur Crawford
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
See It Be It Role Model: Ankur Crawford

Crawford, a portfolio manager at Alger and the mother of three children, formed a networking group for women at the firm and for others in investment and finance.

See It Be It Role Model: Marlōn Hall
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
See It Be It Role Model: Marlōn Hall

Hall, a regional vice president at Jackson National Life Distributors, founded the Association for Wholesaling Diversity in 2016.