More details on the program can be found here.
"We recognize that retirement is foundational to an advisors' practice. With Retirement U, we believe that advisors will be able to add demonstrable value in the retirement process and differentiate themselves from their competition," said
"Retirement U" brings together practice management and professional development for advisors through a dedicated web experience – including interactive learning modules – and other resources, such as live seminars that provide CE credits.
At the heart of "Retirement U" is a featured course called "Tap into the Power of Consistency," which provides advisors access to
The Consistency Lens™ is based on proprietary research, whereby the firm has identified six returns-based factors that can help advisors evaluate funds for consistency. Unlike most fund evaluation methods, Voya's product-agnostic analysis uses rolling, three-year periods. The analysis is then tailored to help advisors identify funds that are appropriate for clients at different life stages.
"As typically applied, traditional evaluations give you a snapshot view of performance at a particular point in time. They can't tell you if a fund manager's success is due to skill or luck, or how a fund behaves when markets are in flux," said Tuzza. "Our Consistency Lens™ was designed to help address this problem and help advisors focus on specific client needs depending on where that client is in his or her stage of planning for retirement."
"Retirement U" also offers advisors expert guidance on the best ways to help clients engage in consistent, positive actions. For example, part of the "Tap into the Power of Consistency" course provides advisors with tips and strategies to help their clients avoid the emotional triggers that may sabotoge their long-term investment success, such as potentially overreacting to normal market fluctuations.
"Retirement U is built to be a comprehensive resource for advisors looking to demonstrate their value in new ways," said
A leading, active asset management firm,
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