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Monday, October 5, 2026The Morning Brief →Sign in
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Voya Financial

In PWD coverage since August 21, 2026 · 6 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 20, 26Deal announced · $4.3B — coverage
PWD coverage
Moves

TradePMR product chief Jon Patullo joins CG Financial as COO and CIO

The $5 billion hybrid RIA says it will draw on his vendor relationships as it keeps investing in its technology platform.
The Close · Sep 24The private-markets TDF case rests on private equity alone
plans · Sep 17Voya's AI buildout is an operating story, and its certification is the moat
plans · Sep 9The Standard crosses $5B in pooled employer plan assets
advisers · Aug 25ASPPA creates a credential for the pooled-plan market
the_wrap · Aug 21Stash adds 401(k) rollovers to its app; Voya lands D.C. recordkeeping
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