Voya Financial has introduced a digital platform for defined-contribution retirement plans that combines access to personalized financial guidance and workplace benefits and savings accounts with the integration of external accounts.
“MyVoyage will provide individuals with a complete view of their financial picture, including personal banking and credit accounts, to help better manage one's health and financial well-being,” Heather Lavallee, president and CEO-elect of Voya Financial, and currently its CEO of wealth solutions, said in a statement.
The platform will launch as a mobile app.
The launch of myVoyage is driven by insights derived from behavioral finance research through the Voya Behavioral Finance Institute for Innovation, the company said.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor