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Oct 07, 2025, 11:37 ET Analysis Finds Low-Income Older Adults Die Nine Years Earlier than Wealthier Peers
Health and Retirement Study, highlights the widening wealth gap among Americans age 60 and older and its devastating impact on health and longevity. The report is
More news about: National Council on Aging
Oct 07, 2025, 11:30 ET Andrew Yorks joins Transamerica as Chief Investment Officer
transformation, underscoring a sharpened focus on the asset management strategy, contributing to building a champion middle market life insurance and retirement company. "I'm excited to have Andy join the Transamerica leadership team," said Fuller. "His depth of industry experience
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Oct 07, 2025, 11:25 ET Defender Capital Opposes STAAR Surgical's Proposed Sale to Alcon
About Defender Capital, an SEC-Registered Investment Advisor, manages investment accounts – retirement accounts, non-retirement accounts, trusts, corporate accounts, donor-advised funds, etc. – for individuals, families, and corporations. We take a research driven,
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Oct 07, 2025, 09:30 ET WORLD INSURANCE ASSOCIATES NAMES JOHN CICCHELLI AS NEW HEAD OF EMPLOYEE BENEFITS PRACTICE
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
More news about: WORLD INSURANCE ASSOCIATES LLC
Oct 07, 2025, 09:00 ET CAPTRUST Launches CAPTRUST Wellness Advantage: Powered by Cleveland Clinic
management at CAPTRUST. "While we help clients build the wealth to achieve their goals, we also recognize that their quality of life—particularly in retirement—will be shaped by their health. This program allows our advisors to extend their support beyond finances, giving clients and their families access
More news about: CAPTRUST Financial Advisors
Oct 07, 2025, 09:00 ET Most Americans expect to experience a long-term care event, and nearly 3 in 4 want in-home care if it happens to them - according to Northwestern Mutual Planning & Progress Study
Nearly six in ten (59%) U.S. adults believe their retirement will last longer than their parents' "golden years." One-third (32%) expect 10 or more extra years in retirement than their parents – and among Boomers+, the proportion is even higher (43%).
More news about: Northwestern Mutual
Oct 07, 2025, 09:00 ET Beacon Pointe Advisors Establishes Washington D.C. Presence with Female-Led RIA
Family Firm has built a distinguished reputation for guiding professionals and business owners through the complexities of wealth management and retirement planning. Backed by many years of trusted expertise, the firm remains steadfast in its commitment to safeguarding and strengthening clients' financial
More news about: Beacon Pointe Advisors
Oct 07, 2025, 08:30 ET BIP WEALTH PARTNERS WITH PREHMUS FINANCIAL, A METRO ATLANTA FINANCIAL SERVICES FIRM
provides investment management and sophisticated planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans. Prehmus Financial was founded in 1995 by Warren Prehmus with a mission to give clients financial peace of mind by protecting
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Oct 07, 2025, 08:00 ET Vitech Partners with ID.me to Strengthen Cybersecurity for Retirees' Pension Access
process. Future-Proofing Security Vitech's partnership with ID.me underscores its commitment to helping pension funds, retirement systems, and insurers modernize securely in an era of escalating digital risk. "Identity theft and fraud are some of the
More news about: Vitech Systems Group
Oct 07, 2025, 08:00 ET KANTOR & KANTOR, LLP APPOINTS FIVE SENIOR PARTNERS TO GUIDE FIRM'S NEXT ERA OF GROWTH
ensuring its future. This leadership expansion comes as Founding Partners Glenn R. Kantor and Lisa S. Kantor prepare for their planned transition toward retirement beginning in 2026. "This announcement is about recognition and gratitude," said Andrew M. Kantor, Senior Partner and Equity
More news about: Kantor & Kantor, LLP
Oct 07, 2025, 06:30 ET McCORMICK REPORTS THIRD QUARTER PERFORMANCE, REAFFIRMS STRONG SALES GROWTH, AND UPDATES 2025 PROFITABILITY OUTLOOK
economic and industry conditions; impairments of indefinite-lived intangible assets; assumptions we have made regarding the investment return on retirement plan assets, and the costs associated with pension obligations; the stability of credit and capital markets; risks associated with the Company's
More news about: McCormick & Company, Incorporated
Oct 06, 2025, 11:18 ET Sun Life announces the appointment of Tom Murphy as President, Sun Life Asset Management
spent 20 years at Mercer where he built and led the company's investment management businesses in Europe and led Mercer's North American Investments, Retirement and Benefit Administration businesses. Mr. Murphy will remain Sun Life's Chief Risk Officer until a successor is named to ensure a smooth transition.
More news about: Sun Life Financial Inc. - Financial News; Sun Life Financial Inc.
Oct 06, 2025, 11:00 ET Sun Life announces the appointment of Tom Murphy as President, Sun Life Asset Management
spent 20 years at Mercer where he built and led the company's investment management businesses in Europe and led Mercer's North American Investments, Retirement and Benefit Administration businesses. Mr. Murphy will remain Sun Life's Chief Risk Officer until a successor is named to ensure a smooth transition.
More news about: Sun Life Financial Inc. - Financial News
Oct 06, 2025, 10:33 ET SPECIAL T. ROWE PRICE PODCAST EPISODE EXPLORES IMPACT OF BEHAVIORAL BIAS ON INVESTMENT DECISIONS
CONFIDENT CONVERSATIONS® on Retirement," which features T. Rowe Price experts sharing their perspectives on retirement-related topics, is in its fourth season. ABOUT T. ROWE
More news about: T. Rowe Price Group
Oct 06, 2025, 10:00 ET World Investment Advisors Names Edward Walters President to Lead Its Next Phase of Growth and Innovation
Advisors, formerly Pensionmark Financial Group, is a network of more than 630 advisors and staff across more than 100 U.S. locations with thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined
More news about: World Investment Advisors
Oct 06, 2025, 09:03 ET Transamerica, Fiducient Advisors to Launch 403(b) Pooled Employer Plan
plan for their retirement and we're proud to help bring this forward-thinking solution to the 403(b) market," said Darren Zino, head of Retirement Distribution at Transamerica. "This PEP reflects our commitment to helping organizations of all sizes have access to a workplace retirement plan. Fiducient
More news about: Transamerica
Oct 06, 2025, 09:00 ET Nearly Two-Thirds of Americans Feel Retiring 'On-Time' is Unattainable, According to New TIAA Survey
combined with a lack of clarity of when retirement will come into view illustrates the wide-ranging retirement challenge Americans are facing. Some Americans are playing a game of chance with retirement
More news about: TIAA
Oct 06, 2025, 08:43 ET Houston's Congressional Candidate Alexandria Butler Declares: Trumpcare Provides Free Health Insurance for Children
and 401(k)s are old, taxed accounts. HSAs enjoy tax-free deposits, growth, AND withdrawals. Amen. Money that is never taxed will last longer in retirement. PRvideo:
More news about: Alexandria Butler for Congress
Oct 06, 2025, 07:00 ET Galaxy Launches GalaxyOne, Bringing Institutional-Quality Financial Offerings to Individual Investors
GalaxyOne Brokerage: Access commission-free trading of more than 2,000 U.S stocks and ETFs in individual brokerage accounts. Retirement accounts (traditional and Roth IRAs) are also available. Fractional share trading is available with a $10 minimum per trade. Clients have the option
More news about: Galaxy Digital Inc.
Oct 06, 2025, 06:47 ET Zomato collaborates with HDFC Pension - Introduces 'NPS Platform Workers Model' - a Big Step Towards Financial Security of Platform Workers
Usually, most individuals start to appreciate the importance of retirement planning as they near retirement. Hence, we constantly endeavour to create awareness on this topic. However, not all individuals have access to formal retirement planning instruments. Through the 'NPS Platform Workers Model',
More news about: HDFC Bank
Oct 03, 2025, 10:00 ET Integrity Partners with Lionhart Financial Group to Provide Access to Exclusive, Proprietary Technology that Accelerates Agent Growth
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
More news about: Integrity Marketing Group, LLC
Oct 03, 2025, 09:45 ET Gold Miners Gain as Metal Nears $3,900 Amid Persistent Inflation Fears
large as the first, with production scheduled to commence in November and completion targeted for mid-January. The company has also announced the retirement of COO Patrick Hickey, with his duties being assumed by CEO Ian Berzins as the operation transitions to sustained production.
More news about: Equity Insider
Oct 03, 2025, 09:30 ET First Financial Bancorp to Announce Third Quarter 2025 Financial Results on Thursday, October 23, 2025
banking services to business and retail clients. Wealth Management provides wealth planning, portfolio management, trust and estate, brokerage and retirement plan services and had approximately $3.8 billion in assets under management as of June 30, 2025. The Company operated 128 full service banking centers
More news about: First Financial Bancorp.
Oct 03, 2025, 09:25 ET GDS Wealth Management Named to D Magazine's 2025 List of Top Wealth Managers
Mound, Texas. With more than two decades of combined industry experience, the firm provides holistic financial planning, investment management, and retirement strategies designed to help clients achieve their long-term goals. The D Magazine Top Wealth Managers award is issued
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Oct 03, 2025, 08:00 ET Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows
and reflects the broader investor focus on tax-aware strategies highlighted in the BCG research. Retirement Planning as a Constant: Advisors continue to prioritize IRA contributions, keeping clients on track with long-term savings goals.
More news about: Envestnet