News Search Results
Jun 10, 2025, 10:55 ET New Equity Solo 401(k) Integrated Platform Simplifies DIY Retirement Investing
Trust Company, a leading financial services company with over 50 years of experience in the self-directed retirement space, announces the launch of the Equity Solo 401(k)—a comprehensive retirement solution designed for self-employed individuals and solopreneurs. This new offering, facilitated by its affiliate
More news about: Equity Trust Company
Jun 10, 2025, 10:03 ET Cetera Launches Dedicated RIA and Branches Channel to be Led by Wealth Management Industry Veteran Jen Hanau
of owning their own RIA with the assistance of an experienced partner, as well as advisors who are on the path to building an RIA.The Retirement Planning Group (TRPG) – a fee-only, W-2 RIA model providing clients with wealth management services through comprehensive planning."The
More news about: Cetera Financial Group
Jun 10, 2025, 09:02 ET Lido Advisors to Partner with Exchange Capital Management, Continuing Expansion
and Senior Investment Advisor Kevin McVeigh, CFA. The firm's expertise includes comprehensive financial planning, retirement plan management, and sophisticated investment management services. "Our business was built on our commitment to empowering
More news about: Lido Advisors
Jun 10, 2025, 09:00 ET Iris® Powered by Generali Launches Senior Identity Protection & Beneficiary Assistance Package
growing risks seniors face in today's digital world. This new solution is designed to be offered by organizations that serve older populations, such as retirement communities, financial service providers, insurers, and Medicare plan administrators.
More news about: Iris Powered by Generali
Jun 10, 2025, 08:01 ET HUB INTERNATIONAL WELCOMES SRI SRINIVASAN TO BOARD OF DIRECTORS, REINFORCING COMMITMENT TO BUSINESS INNOVATION AND DIGITAL GROWTH STRATEGY
Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America,
More news about: Hub International Limited
Jun 10, 2025, 08:00 ET Craig Scanlon Appointed CEO of Club Car
Scanlon succeeds Mark Wagner, who announced his retirement in March. With over two decades of executive leadership experience, Scanlon has held key officer roles in both private equity-owned and Fortune
More news about: Club Car, LLC
Jun 10, 2025, 07:11 ET Value Advanced Investments: The X-Factor Behind Israel's Appeal to Global Investment Giants
savings plan. Typically, the contribution rate hovers around 20% of the monthly salary.. Beyond the obvious—building an economic foundation for retirement—the robust pension system in Israel provides several other significant advantages that directly or indirectly benefit
More news about: Value Advanced Investments
Jun 10, 2025, 07:05 ET Pyxus International, Inc. Reports Fourth Quarter Results, Completes Strong Fiscal Year 2025
6,720 Gain on debt retirement —
More news about: Pyxus International, Inc.
Jun 10, 2025, 07:00 ET International Wire Group Acquires Hussey Copper
Olympus manages in excess of $12 billion mainly on behalf of corporate pension funds, endowment funds and state-sponsored retirement programs. Founded in 1988, Olympus is an active, long-term investor across a broad range of industries including business services, food services,
More news about: Olympus Partners
Jun 09, 2025, 16:30 ET Genuine Parts Company Announces Executive Officer Changes
of President, North America Automotive, effective August 2025. Mr. Breaux will serve in an advisory role until his retirement to assist in an orderly and seamless transition.
More news about: Genuine Parts Company
Jun 09, 2025, 16:15 ET Brookdale Reports May 2025 Occupancy
expertise, and exceptional service. The Company, through its affiliates, operates independent living, assisted living, memory care, and continuing care retirement communities, offering tailored solutions that help empower seniors to live with dignity, connection, and purpose. Leveraging deep expertise in healthcare,
More news about: Brookdale Senior Living Inc.
Jun 09, 2025, 13:36 ET The Inner Circle acknowledges, Hollandra Laurel Geiser-Chang, MSLS as a Pinnacle Professional Member
find Ms. Geiser-Chang sitting in a quiet space in the library working on her new children's book. The Changs look forward to spending their retirement volunteering. Giving to those in need and to their community is important to both of them and they look forward to being able to offer their help
More news about: The Inner Circle
Jun 09, 2025, 13:36 ET Logan Finance Launches Open Road Series: Seven Non-QM Solutions Breaking Down Barriers to Homeownership
evolved, and our lending solutions need to as well." The Open Road series features: Asset Qualification (Beyond) –Turn retirement accounts into keys. Perfect for your affluent buyers.Bank Statement (Overland) – Because tax returns don't tell the whole story. 12-24 months
More news about: Logan Finance
Jun 09, 2025, 13:00 ET T. ROWE PRICE RELEASES 2025 MIDYEAR INVESTMENT OUTLOOK
management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management approach of equity,
More news about: T. Rowe Price Group
Jun 09, 2025, 12:44 ET Dr. Jeffrey Towbin Announces Retirement from Le Bonheur Children's Hospital
multimedia:https://www.prnewswire.com/news-releases/dr-jeffrey-towbin-announces-retirement-from-le-bonheur-childrens-hospital-302476655.html
More news about: Le Bonheur Children's Hospital
Jun 09, 2025, 11:30 ET WORLD INSURANCE ASSOCIATES ANNOUNCES BRAND REFRESH, STATES VALUE FOR CLIENTS AND PARTNERS
revised navigation makes it much easier to move around the site and find 'all of World' across business and individual insurance, employee benefits, retirement plan services, wealth management services, private client group solutions, and payroll & HR solutions. "World's brand refresh is a testament
More news about: WORLD INSURANCE ASSOCIATES LLC
Jun 09, 2025, 11:00 ET Mesirow's Gary Pattengale Breaks Down Roth IRA Strategies for High Net Worth Investors
key.Tax diversification offers flexibility amid shifting tax laws and retirement income needs.We believe personalized planning beats blanket advice when managing wealth through retirement.CHICAGO,
More news about: Mesirow Financial Holdings, Inc.
Jun 09, 2025, 09:02 ET Transamerica Appoints Ryan Parker as Head of Life Distribution
join Transamerica and lead the life distribution team at such an exciting time as the company builds the leading middle market life insurance and retirement company," said Parker. "There is a great momentum right now, and together, we will continue to work to exceed customer expectations, strengthen relationships
More news about: Transamerica
Jun 09, 2025, 09:00 ET Don't Get Burned: It's a Smart Saver's Summer, According to New Vanguard Consumer Survey
VanguardFounded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe—directly, through workplace plans, and through financial intermediaries. Vanguard
More news about: Vanguard
Jun 09, 2025, 08:01 ET HUB INTERNATIONAL STRENGTHENS WEALTH MANAGEMENT SERVICES WITH ACQUISITION OF VERIPAX WEALTH MANAGEMENT, INC. IN CALIFORNIA
of Hub Retirement and Private Wealth (RPW). "The VWM team enhances our ability to deliver integrated retirement and wealth strategies that support individuals and families, helping them work toward their financial goals with confidence." The move continues to strengthen Hub's Retirement & Private
More news about: Hub International Limited
Jun 09, 2025, 06:55 ET HarbourView Closes on $500 Million in Additional Debt Financing from KKR to Expand Entertainment, Media, and Sports Investment Opportunities
funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities
More news about: HarbourView Equity Partners
Jun 06, 2025, 11:32 ET ThriveRight Financial Champions Holistic Planning for Modern Households
weaving together retirement readiness, investment management, insurance protection, tax efficiency, estate planning, and lifestyle considerations. By doing so, clients receive a living roadmap—not just a set of disconnected recommendations. "Whether you're preparing for retirement, sending kids to
More news about: ThriveRight Financial
Jun 06, 2025, 11:25 ET How ThriveRight Financial Helps Americans Decode Their "Big Beautiful Bill"
and retirement liabilities through ThriveRight's signature bill analysis. HOUSTON, June 6, 2025 /PRNewswire/ -- Across kitchen tables and retirement meetings
More news about: ThriveRight Financial
Jun 06, 2025, 10:00 ET BizEquity Launches New Exit Valuation Module to Help Advisors Guide Business Owners Toward More Strategic Exits
rate. This enhancement equips advisors to model personalized, goal-based outcomes that align with their clients' long-term objectives, including retirement, succession, and estate planning. "For years, our platform has helped advisors understand what a business is worth today," said James
More news about: BizEquity
Jun 06, 2025, 08:34 ET She's 96 But Looks and Lives Like a 75-year-old
deterioration. Barbara courageously defies the established norm that suggests women should embrace a leisurely and decline-oriented 'senior culture' upon retirement. This acceptance of an outdated custom has unfortunately led many women into premature dependent and elderly behaviors. But with the right information
More news about: Barbara Morris