Lincoln National Corporation

Paperclip Sponsors 20th Annual FSI OneVoice Conference

Retrieved on: 
Monday, January 29, 2024
Senior, Financial services, FSI, JPMorgan Chase, Trust, AI, Paper clip, One Voice, Conference, Lincoln National Corporation, Human, Organization

HACKENSACK, N.J., Jan. 29, 2024 (GLOBE NEWSWIRE) -- Paperclip Inc. (OTCMKTS:PCPJ), an innovative data security and content management company, announces its sponsorship of the 20th annual FSI OneVoice Conference.

Key Points: 
  • HACKENSACK, N.J., Jan. 29, 2024 (GLOBE NEWSWIRE) -- Paperclip Inc. (OTCMKTS:PCPJ), an innovative data security and content management company, announces its sponsorship of the 20th annual FSI OneVoice Conference.
  • “We are excited to be back at OneVoice this year and connect with influential professionals who can make a meaningful impact,” said Suzy Tuck, Senior VP of Sales at Paperclip.
  • Backed by 32 years of trust and innovation, Paperclip enables financial services organizations to harness the power of their data without sacrificing security.
  • FSI OneVoice has always been the premier gathering where independent financial services firm executives gain critical insights on the most important issues affecting their businesses.

Surge Ventures Expands Board of Advisors with the Addition of Nimesh Mehta, Joseph Kuo, Brian Johnson and Ann Robinson

Retrieved on: 
Monday, January 22, 2024
Cloud, National Life Group, Bachelor, NCC, Research, Partner, LPL, University, Sale, Mehta, Doctor of Philosophy, NCC Group, Computer engineering, NTT, Farmer, Surge, JD, E-commerce, Samford University, Raymond James Morgan Keegan, Rheged, Insurance, Case Western Reserve University, Yale University, Software, Information security, Organization, Marketing, Senior, CISO, Security guard, Financial services, Software as a service, Business, CIO, Lumen Technologies, MBA, Investment, Lish, Lincoln National Corporation, New Board, Adviser, Lincoln, Government, QuantumScape, PayPal, LPL Financial, AmSouth Bancorporation, CPA, Internet, SVP, Management

MENLO PARK, Calif., Jan. 22, 2024 /PRNewswire/ -- Surge Ventures (Surge), a new SaaS venture studio initially targeting the financial services and wealth management industry, announced the expansion of its advisory board comprised of wealth management and FinTech industry executives to help guide the firm as it continues its journey to find, fund and nurture the leading technologies of tomorrow. New Board members are Nimesh Mehta, Joseph Kuo, Brian Johnson and Ann Robinson. They join current members, Jason Lish (Chairman), Dr. Neil Daswani, John Rostern, Larry Roth, Matthew Martin, Geoff Moore.

Key Points: 
  • New Board members are Nimesh Mehta, Joseph Kuo, Brian Johnson and Ann Robinson.
  • Surge has established a strong Industry Council comprised of seasoned executives and influencers from across the FinTech and wealth management sectors.
  • The new Board members will add their voices as strategic counselors to Surge's leadership, as the firm executes its vision and growth plans.
  • "I am extremely excited to welcome Nimesh, Joe, Brian and Ann to the Surge Ventures Industry Council," said Lish.

LINCOLN FINANCIAL GROUP TRANSFORMS RETIREMENT PLANNING; CALLS ON CONSUMERS TO SHIFT TO ACTION PLANNING

Retrieved on: 
Tuesday, January 16, 2024
Digital, Anthem, Research, Social media, Life, Action plan, Havas, CMO, Lincoln National Corporation, Retirement, Lincoln, SVP

This opens a completely new conversation around retirement planning and presents an opportunity for Lincoln to showcase retirees outside of category norms.

Key Points: 
  • This opens a completely new conversation around retirement planning and presents an opportunity for Lincoln to showcase retirees outside of category norms.
  • The campaign urges consumers to rethink the way they approach the concept of retirement, shifting from "retirement planning" to "action planning."
  • "The Action Plan campaign challenges people to self-reflect on what their pastimes are, taking an untraditional approach to spark conversations around retirement planning: What am I passionate about doing?
  • To learn more about how to take financial action today to help ensure your pastimes last a lifetime, visit LincolnFinancial.com/ActionPlan.

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group

Retrieved on: 
Tuesday, January 16, 2024
Banking, Professional Services, Finance, LNC, Ageing, Retirement, Adventure, Lincoln National Corporation, Love, Hobby, Research, EVP, Financial adviser

While traditional retirement plans require ample conversations about savings for the future, less of the retirement conversation refers to how retirees intend to spend their days during their non-working years.

Key Points: 
  • While traditional retirement plans require ample conversations about savings for the future, less of the retirement conversation refers to how retirees intend to spend their days during their non-working years.
  • Despite the desire to plan for exactly what they want to do in retirement, only 11% of pre-retirees say they have done a lot of planning for pastimes in retirement.
  • Pre-retirees in their 50s and early 60s intend to do more planning, with 87% saying they expect to spend additional time planning for retirement.
  • However, once in their retirement years, only 30% of retirees say they did enough planning for how to spend time during retirement.

Osaic Celebrates Consequential Year with Strong Recruitment, Successful Rebranding and Consolidation of Wealth Management Firms, Accelerated Growth of Institutional Channel and Ongoing Strategic M&A

Retrieved on: 
Tuesday, January 16, 2024
Infinex, Lincoln National Corporation, RIA, Investment, Acquisition, Lincoln, Growth, Financial services

PHOENIX, Jan. 16, 2024 /PRNewswire/ -- Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management services, announced that 2023, a year that saw the rebranding of the firm and its move to begin consolidation of seven separate wealth management firms into a single entity, has seen record recruiting and organic growth across the enterprise.

Key Points: 
  • "2023 was an eventful and exciting year for our firm," said Jamie Price, President & CEO, Osaic.
  • "Our progress has been well received by advisors, staff, and the broader wealth management marketplace.
  • Osaic plans to continue the consolidation of its firms in 2024, starting with Woodbury Financial Services' integration into Osaic in January.
  • The holistic approach to wealth management championed by Lincoln Wealth leadership and financial professionals is consistent with our approach and will create a strong foundation for ongoing success."

Voya Financial announces leadership-succession plan for Voya Investment Management and new head of investments

Retrieved on: 
Wednesday, January 10, 2024
Professional Services, Finance, Voya Financial, Family, Eaton Vance, Northern Trust, Multimedia, CIO, VOYA, MSIM, Investment, Calamos Investments, Retirement, Lincoln National Corporation, Growth, Security (finance)

Voya Financial, Inc. (NYSE: VOYA), announced today that Christine Hurtsellers, chief executive officer (CEO) of Voya Investment Management (IM), has informed the company of her decision to retire later this year.

Key Points: 
  • Voya Financial, Inc. (NYSE: VOYA), announced today that Christine Hurtsellers, chief executive officer (CEO) of Voya Investment Management (IM), has informed the company of her decision to retire later this year.
  • Toms has also joined Voya Financial’s Executive Committee and will now report to Heather Lavallee, CEO, Voya Financial.
  • View the full release here: https://www.businesswire.com/news/home/20240109707414/en/
    Voya Financial, Inc., announced today that Christine Hurtsellers, chief executive officer of Voya Investment Management, has informed the company of her decision to retire later this year.
  • Equally important, Eric’s approach to money management aligns fully with the collaborative approach of our investment professionals at Voya IM.

Lincoln Financial Group Again Named One of America’s Most Responsible Companies

Retrieved on: 
Tuesday, January 9, 2024
Finance, Environmental, Social and Governance (ESG), Professional Services, Small Business, Insurance, LNC, Thought, Newsweek, Corporation, Social, Partnership, Corporate social responsibility, DJSI, CSR, ESG, Workplace, Dow Jones Sustainability Indices, Lincoln National Corporation, Trust (social science), Carbon accounting, Marketing, Management

Lincoln Financial Group (NYSE: LNC) today announced it has been named one of America’s Most Responsible Companies 2024 by Newsweek Magazine.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) today announced it has been named one of America’s Most Responsible Companies 2024 by Newsweek Magazine.
  • The final list recognizes the top 600 most responsible companies in the United States, spanning 14 industries.
  • In 2023, Lincoln Financial made charitable contributions exceeding $9.5 million, with approximately 300 partners reaching more than 1.5 million people.
  • “Lincoln’s commitment to making a positive impact for people and the planet is more compelling than ever,” said Amber Williams, Chief Sustainability Officer, Lincoln Financial Group.

Lincoln Financial Group to Report 2023 Fourth Quarter and Full Year Results on February 8

Retrieved on: 
Thursday, January 4, 2024
Banking, Professional Services, Insurance, Finance, LNC, Webcast, Lincoln National Corporation, Conference, Conference call

Lincoln Financial Group (NYSE: LNC) announced today that it will report its results for the fourth quarter and full year ended December 31, 2023 at 7 a.m. Eastern Time on Thursday, February 8, 2024.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) announced today that it will report its results for the fourth quarter and full year ended December 31, 2023 at 7 a.m. Eastern Time on Thursday, February 8, 2024.
  • A conference call is scheduled at 8:30 a.m. Eastern Time the same day.
  • Earnings materials, including the 2023 fourth quarter and full year Earnings Release and Statistical Supplement, will be available on the company’s Investor Relations web page at www.lincolnfinancial.com/investor .
  • A replay of the webcast will be available at www.lincolnfinancial.com/webcast by 10:30 a.m. Eastern Time on February 8, 2024.

Lincoln Financial Group Named to Dow Jones Sustainability Index for Eighth Consecutive Year

Retrieved on: 
Wednesday, January 3, 2024
Finance, Environmental, Social and Governance (ESG), Banking, Professional Services, Insurance, DJSI, SAM, Lincoln National Corporation, CSA, LNC, Privacy, Dow Jones, Carbon accounting, ESG, Dow Jones Sustainability Indices, Business ethics, Lincoln, S&P Dow Jones Indices, Corporate social responsibility, UN, Risk, United Nations, Corporation, Socially responsible investing, Renewable energy

Lincoln Financial Group (NYSE: LNC) today announced that the company has been named to the prestigious Dow Jones Sustainability Index (DJSI) North America for the eighth consecutive year by the S&P Global Corporate Sustainability Assessment (CSA).

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) today announced that the company has been named to the prestigious Dow Jones Sustainability Index (DJSI) North America for the eighth consecutive year by the S&P Global Corporate Sustainability Assessment (CSA).
  • This index recognizes companies demonstrating leadership in environmental, social and governance (ESG) performance and signifies Lincoln Financial’s continued commitment to corporate responsibility and sustainability.
  • “We are so proud to be recognized by the prestigious Dow Jones Sustainability Index for North America for the eighth consecutive year,” said Amber Williams, Chief Sustainability Officer, Lincoln Financial Group.
  • Initially launched in 1999, the Dow Jones Sustainability Indices (DJSI) comprises the most widely recognized global sustainability indices.

As Americans Look Ahead to a New Year, Lincoln Financial Group Shares Recommendations for Turning Financial Resolutions Into Reality

Retrieved on: 
Thursday, December 28, 2023
Personal Finance, Finance, Consulting, Professional Services, Insurance, LNC, Research, Growth, Lincoln National Corporation, Safety, Environment, Lincoln

Financial planning is often high on the list when it comes to New Year’s resolutions – with the current economic environment impacting Americans’ specific financial goals.

Key Points: 
  • Financial planning is often high on the list when it comes to New Year’s resolutions – with the current economic environment impacting Americans’ specific financial goals.
  • Setting realistic goals and adhering to a budget can significantly improve overall financial well-being and help with effectively managing priorities.
  • Lincoln Financial suggests a straight-forward five-step budgeting plan , starting with setting goals.
  • In a holistic financial plan, it is important to include products that provide safety against down markets and help build confidence.