Amy Glynn Named New President at Viking Cove Institute
Well-known retirement industry veteran Amy Glynn will be stepping into the role of President at Viking Cove Institute, succeeding Bill Chetney Jr., who VCI said in a press release today “passes the reins with confidence in Amy’s vision and leadership.”
Taking the Reins at Viking Cove Institute: New President Amy Glynn
At the 2025 VCI Summit, it was announced that Amy Glynn, a well-respected veteran in the retirement industry, has stepped into the role of President at VCI. With a network of 600+ advisors across 200 firms, VCI continues to champion independent guidance for financial professionals.
Amy recently joined the 401(k) Specialist Pod(k)ast to discuss her transition, key takeaways from the summit, and upcoming initiatives designed to empower advisors in 2025.
401k Aggregation: An Advisor’s David to the Industry’s Goliath
Aggregation–in any number of flavors–is growing in the retirement space, and with good reason. The economics and scalability it affords enables firms to compete in a shrinking margin environment. Beyond the numbers, aggregation offers advisors many benefits including expanded bandwidth to create more innovative programs, a greater voice with investment companies, better use of non-traditional programs like financial wellness, and preferred pricing for a variety of programs and services.
Converging Retirement and Wealth Management: VCI Industry Leaders Summit
Industry experts discuss how advisors can achieve both wealth management and retirement planning success during Friday session at the VCI Industry Leaders Summit
Retirement, Wealth, Benefits 'Convergence': What It Means for RPAs?
Retirement, Wealth, Benefits 'Convergence': What It Means for RPAs?
"Guys, try not to suck," TPSU and TRAU's Fred Barstein said by way of advice to his fellow panelists at the opening session of the Viking Cove Institute's Industry Leaders Summit in Phoenix, Ariz. on Friday. The session, simply titled "Convergence," included high-profile industry personalities Jeff Cullen of SRP and MarshBerry's Rob Madore. It tackled the always popular topic of marrying wealth, benefits, and retirement.
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
A wide-ranging agenda full of timely and thought-provoking topics captured advisor attention at last weekend’s Viking Cove Institute Industry Leaders Summit at the Omni La Costa Resort in Carlsbad, Calif.
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
An elite group of retirement advisors and investment professionals gathered at the Omni La Costa Resort for the three-day event, discussing key issues including guaranteed income, managed accounts, financial wellness, DE&I, ESG and 401(k) plan design. Weekend highlights also included an intense Ethics CE course led by retired Navy Seal Jon Fussell and several Friday sessions devoted to financial wellness from Financial Finesse.