Lincoln partners with CHIP to broaden access to advice

Lincoln partners with CHIP to broaden access to advice
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
JAN 28, 2022

Looking to connect potential clients with its Black and Latinx advisers, Lincoln Financial Network announced that its African American Financial Professionals Network is partnering with Changing How Individuals Prosper, or CHIP, an online referral network.

After consumers fill out a questionnaire about their financial needs, goals and status, the CHIP online platform matches them with financial professionals who can help support them.

“Its mission is to ensure the visibility and sustainability of financial professionals of color, specifically Black and Latinx financial professionals, by matching them with consumers in need,” Lincoln said in a release.

Launched in 2021, Lincoln’s network group is an initiative designed to better support the unique needs of African American financial professionals and clients. Its core objectives center on inspiring African Americans to pursue opportunities in financial services to increase the overall number of Black financial professionals in the industry, supporting new and experienced Lincoln African American financial professionals in the growth and development of their practice through strategic partnerships and mentoring, and providing financial wellness education to Black communities to help with financial preparedness

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave