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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.” ....

New York , United States , France General , Saint Joseph , New York University , University Of Minnesota Law School , University Of Scranton , Karl Kyriss , John Moody , Paul Bodnar , Brad Miller , Subin Yang , Nuno Fernandes , Alec Nealonhas , Haroldg Kotler , Thomas Masi , John Hancock , Leeann Sims , Carefirst Blueshield , Wayne Millerhas , Mike Shamburger , Jackson Lewisp Chas , Jackson Lewis , Jenny Johnson , Kevinr Keller , Philipp Hildebrand ,

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. ....

Amy Philbrook , Mike Domingos , Mike Shamburger , Darren Zino , Lisa Smith , Kevin Morris , Prudential Financial , Spark Institute , Think Tank , Tim Rouse , ஆமி பில்ப்ரூக் , மைக் டமிஂகொஸ் , மைக் ஷாம்பூர்கேர் , டேரன் ஜினோ , லிசா ஸ்மித் , கெவின் மோரிஸ் , விவேகமான நிதி , தீப்பொறி நிறுவனம் , சிந்தியுங்கள் தொட்டி , நேரம் ரூஸ் ,