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Jun 25, 2025, 10:00 ET Alkami's Generational Trends in Digital Banking Consumer Study Reveals Insights for Establishing Primacy
generation is redefining what financial partnership looks like, from Generation Z expecting immediacy and personalization, to baby boomers planning for retirement. This study gives financial institutions a roadmap to engage each generation on their terms, through the channels they trust most." The national
More news about: Alkami Technology, Inc.
Jun 25, 2025, 09:40 ET Capstone Partners Reports: Female Founders Accelerate Inorganic Growth Initiatives, Investment Bankers Help Ease Exit Concerns
hobbies as their top choice in contrast to female entrepreneurs aged 55+ that plan to prioritize market investments and/or contributions to existing retirement accounts. While the majority of women entrepreneurs surveyed have started the exit planning process, many still have outstanding questions
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Jun 25, 2025, 09:00 ET Betterment's 2025 Survey: Younger, Tech-Forward Investors Thrive While Market Pessimism Rises
investment apps and AI, who tend to skew younger, are showing particular resilience, reporting superior portfolio performance and confidence in their retirement strategies. Key findings from Betterment's 2025 Retail Investor Survey include: Market anxiety is real, but time
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Jun 25, 2025, 08:00 ET The Brokerage Inc. Launches Single Sign-On Access to Magnifact's AgentVizion Platform
distributors alike. Magnifact's Command Center powers live reporting, alerts, and platform governance. The company is a member of the Insured Retirement Institute (IRI). Learn more:
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Jun 25, 2025, 08:00 ET We Energies announces updated timeline for Oak Creek plant retirements
meet high energy demand periods through the end of 2026. The plant was scheduled to retire at the end of 2025. The decision to postpone the retirement dates for these units is based on two critical factors: tightened energy supply requirements in the Midwest power market and the need to serve customers
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Jun 25, 2025, 07:00 ET METALLA ANNOUNCES REVOLVING CREDIT FACILITY OF UP TO $75 MILLION AND RETIREMENT OF BEEDIE FACILITY
C$16.4 million plus C$0.7 million in accrued interest and standby fees. In connection with the retirement of the Convertible Facility, certain assets secured by Beedie were released and there are no further amounts due to Beedie under the Convertible
More news about: Metalla Royalty & Streaming Ltd.
Jun 24, 2025, 22:07 ET TTX Mourns the Passing of Former CEO Raymond C. Burton, Jr.
revered leader and respected visionary, Burton – known as Bertie by his friends and family – served as TTX's President and CEO from 1982 until his retirement in 2000. Over the course of his 18-year tenure, he modernized TTX, helping the company strengthen its financial position and meet the growing demand
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Jun 24, 2025, 15:34 ET Living a Golden Retirement -- AJ Ruffin Jr.'s Advisory Firm Helps Clients Plan with Purpose, Not Fear
earned. "We see too many people enter retirement afraid to spend what they've saved," says Ruffin. "They're living in fear of the unknown instead of living fully. Our job is to change that." The firm offers a holistic suite of planning services, including retirement income design, investment strategy,
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Jun 24, 2025, 15:26 ET Releasing the Fear of the Unknown -- AJ Ruffin Jr. Empowers Families Through Strategic Financial Planning
values, and life circumstances. Whether a client is approaching retirement, navigating a major life event, or simply looking for guidance, the firm provides practical solutions grounded in strategy, not speculation. Services include retirement income planning, tax-efficient strategies, investment allocation,
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Jun 24, 2025, 14:30 ET Healey & Associates Joins World Insurance Associates
and solutions tailored to clients' needs across commercial and personal insurance and bonds, employee and executive benefits, wealth management and retirement plan services, private client services, and payroll & HR solutions. For more information, please visit
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Jun 24, 2025, 13:21 ET SWINERTON ELEVATES BENEFIT PACKAGE FOR OPEN SHOP CRAFT WORKERS
providers.Retirement Savings – To help employees save for retirement, they are eligible to join Swinerton's 401(k) & Savings Plan after three months of employment. This plan features employer matching and an Employee Stock Ownership Program (ESOP) that both help enhance retirement savings and
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Jun 24, 2025, 12:09 ET World Investment Advisors Announces Additional Technology Tools Following Successful Launch of WorldMAP
accounts within retirement plans, providing a better view of their assets and a more comprehensive and holistic planning and service experience. Pontera integrates with Tamarac for billing, allowing advisors to receive payment for managing 401(k)s and other employer-sponsored retirement accounts.Forms
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Jun 24, 2025, 11:07 ET Bluerock High Income Institutional Credit Fund Celebrates 3-Year Milestone with Strong Performance and Strategic Growth
across various market cycles. The minimum investment in the Fund is $2,500 ($1,000 for retirement plans) for Class A and C shares. For copies of the Fund's public company filings, please visit the U.S. Securities and Exchange Commission's website
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Jun 24, 2025, 10:24 ET New Ownership, Same Values: Rational Automotive Repair Becomes North Star Automotive
name — it's a symbol of our commitment to guide customers with clarity, care, and integrity." As Sims transitions into his well-deserved retirement, he does so, knowing the shop's legacy and its customers are in good hands. About Viking Mergers and AcquisitionsViking provides
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Jun 24, 2025, 10:07 ET Maplewood Senior Living Strengthens Leadership Team Across Its Maplewood and Inspīr Brands to Support Strategic Growth and Future Innovation
experience spanning operations, sales, and marketing, Jenna's impressive background includes serving as Chief Marketing Officer at SALMON Health & Retirement, where she led integrated strategies that elevated the organization to a 96% occupancy rate across multiple campuses. Her ability to synthesize analytics,
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Jun 24, 2025, 10:00 ET 401(k) Plan Design Improvements Make Retirement Savers More Resilient
America Saves, Vanguard's annual report on the retirement savings behaviors of nearly five million American workers. As a result, plan participants demonstrate stronger saving and investing behaviors. The report finds that average retirement plan participant savings rates have reached a new high,
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Jun 24, 2025, 10:00 ET BBHA Insurance Services Partners with Integrity to Expand Legacy of Community Impact
2025 /PRNewswire/ -- Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with BBHA Insurance Services ("BBHA"), an independent marketing organization based in
More news about: Integrity Marketing Group, LLC
Jun 24, 2025, 09:49 ET EQB announces passing of Andrew Moor, President & CEO
succession plan well advanced Over the course of the last two years, Mr. Moor and the Board were making preparations for his well-deserved retirement as part of EQB's CEO succession plan. "Our process has considered the profile and skills most critical to leadership of the bank and included
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Jun 24, 2025, 09:06 ET Aerotek Survey Reveals Evolving Job Seeker Concerns Regarding Economy and Skills Development
talent in this evolving landscape. Ongoing training also plays a key role in closing skill gaps and preparing for workforce changes, including the retirement of experienced workers." For more detailed findings and insights, view Aerotek's Job Seeker Survey
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Jun 24, 2025, 09:00 ET Dunham Named 2025 WealthManagement.com Industry Award Finalist for Thought-Provoking Retirement Research
professionals and help them adapt in this new era of retirement planning." The whitepaper introduces thought-provoking concepts we believe will reframe and expand how financial professionals think about retirement, including: Retirement Investment Paradox™: Historically lower-risk
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Jun 24, 2025, 09:00 ET Gonzaga University Wins PLANSPONSOR's 2025 Plan Sponsor of the Year Award
contribution with more than $200M in assets category. The award honors retirement plan sponsors who demonstrate exceptional leadership and deliver measurable improvements in retirement outcomes for their employees. The winners were announced at the 2025 PLANSPONSOR National Conference
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Jun 24, 2025, 09:00 ET Allworth Financial Expands National Footprint and Investment Capabilities with Acquisition of Salzinger Sheaff Brock and Sheaff Brock
Brock will benefit from access to Allworth's full-service offering, including investment management, tax strategy, estate planning, insurance, and retirement services — all delivered through a team-based approach designed to simplify the complex and help clients achieve long-term peace of mind. "This
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Jun 24, 2025, 09:00 ET Despite Recent Volatility, Americans Agree They Can Live Financially Fulfilled Lives, Edward Jones Research Finds
others when it comes to specific objectives such as achieving financial stability (88%), travel goals (84%), financial literacy (83%), saving for retirement (80%), and achieving home ownership (78%). "Even with heightened market volatility and economic uncertainty, American investors have stayed
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Jun 24, 2025, 08:28 ET TruStage™ Launches ZoneChoice Advantage Annuity, Offering More Flexibility for Retirement Planning
June 24, 2025 /PRNewswire/ -- TruStage, a leading insurance and financial services provider, today announced the launch of a new retirement solution, the TruStage ZoneChoice Advantage Annuity, underwritten by MEMBERS Life Insurance Company, a registered index-linked annuity (RILA) with
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Jun 23, 2025, 16:00 ET First Financial Bancorp and Westfield Jointly Announce First Financial's Acquisition of Westfield Bancorp
Company's Yellow Cardinal Advisory Group division, offering wealth planning, portfolio management, trust and estate planning, brokerage services, and retirement plan services and had approximately $5.3 billion in assets under management or care as of March
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