To oversee all aspects of practice management strategy
ING Financial Partners has hired Ed Pollis in a new role as head of practice management. In this position, Pollis will drive practice management strategy and develop an advice-based program that taps ING Financial Partners’ full array of advisory tools and resources, as well as industry best practices.
The broker-dealer is expanding its resources dramatically to drive a shift to advisory business among its 2,400 financial advisors. Pollis will be based in the Braintree, Massachusetts office and report to head of advisory services, Karl Lindberg. His appointment is effective May 19, 2014.
Pollis will oversee all aspects of practice management strategy, including new initiatives, communications, education and product development. He will partner with financial advisors to help them run their practices effectively, meet the retirement readiness and planning needs of clients through a holistic approach to advice, and grow their businesses. In particular, Pollis will leverage the broker-dealer’s advisory tools and resources, including ING WealthSolutions, a web-based wealth management platform with integrated capabilities, and a full product shelf that offers turnkey solutions and unified managed account (UMA) options.
Pollis joins ING Financial Partners with 15 years of financial services experience. Most recently, he was a senior relationship manager at Charles Schwab. Prior to joining Schwab, he held positions at Kobren Insight Management, The Bulfinch Group and U.S. Trust of Boston.
ING Financial Partners has been strategically focused on growing its advisory business, which saw an increase of 28% in 2013. To drive continued growth, the firm has hired new talent, including Pollis, for various new positions. Dan Naumann and Ryan Hollenbach joined as regional practice directors in early May to provide advisors with localized hands-on training and personalized support. In April, Mark Wojtowicz and Doug Wallace joined the firm in new positions focused on advisory business development and recruiting, respectively.
With this expansion of talent, the broker-dealer is strengthening its position as a leading broker-dealer and supporting Voya Financial’s mission to be America’s Retirement Company.
ING Financial Partners, which will rebrand to Voya Financial Advisors in 2014, is a top-tier broker-dealer serving a wide range of clients through approximately 2,400 independent financial advisors. With education, financial planning and a broad range of personalized asset accumulation, protection and distribution solutions, ING Financial Partners is focused on helping Americans advance their retirement readiness. Voya Financial is a premier retirement, investment and insurance company serving the financial needs of approximately 13 million individual and institutional customers in the United States. For more information about ING Financial Partners, visit INGFinancialPartners.com.
