News Search Results
Sep 10, 2025, 08:00 ET As 30th Anniversary of 529 plans approaches a legacy of saving emerges, finds CSF's 19th Annual State of Higher Education Savings Survey
third of parents are aware of that option, which reminds them that any unused funds can go towards a child's long term retirement savings, a great way to jumpstart a young person's retirement savings," he added. 61% of parents said that a 529 account management application would be important, very
More news about: The College Savings Foundation
Sep 10, 2025, 07:30 ET ATI Chief Financial Officer Don Newman Announces Retirement
2026. As the Company conducts a search for his successor, Newman will continue to serve as Chief Financial Officer until his retirement date. Following his retirement, he will serve the Company in an advisory capacity for a period of time to allow for a smooth handoff.
More news about: ATI
Sep 10, 2025, 07:15 ET Amid the great wealth transfer, Millennials' and Gen Z's financial health slips
Z (29%) and Millennials (32%) say they are good at setting up a long-term financial plan and sticking to it. This presents unique challenges for retirement planning, which the study shows is a top concern for Americans across generations. Despite feeling unprepared, many future wealth recipients
More news about: Guardian
Sep 10, 2025, 06:02 ET More Americans Face Uncertainty about their Retirement Future, Thrivent's Retirement Expectations Survey Finds
Thrivent's Retirement Expectations Survey, conducted by Ipsos, uncovers a range of influences driving shifts in how Americans spend, plan, and think about what retirement means to them: Growing Anxiety, Shrinking Confidence:
More news about: Thrivent
Sep 10, 2025, 03:21 ET Exence and Systecon Announce Strategic Partnership for the Polish Market
worldwide. It enables data-driven decisions across all phases of system development and operations, from concept and acquisition to sustainment and retirement, ensuring optimized mission capability, readiness, and cost over time. About Systecon Systecon is a global leader in decision-support
More news about: Systecon AB
Sep 09, 2025, 20:51 ET CEO Zak Gardezy: Wealthstone Surpasses 100% AUM Growth Milestone in Just 12 Months
positions in a tax-efficient way, or guiding pre-retirees with comprehensive planning that ensures every element of their financial life is prepared for retirement. Third, we build portfolios that are low-cost, tax-efficient, and forward-looking. Our early focus on leading Artificial Intelligence companies, for
More news about: Wealthstone Private Wealth Management
Sep 09, 2025, 18:42 ET Court Approves CenterWell's Winning Bid to Acquire Assets of The Villages Health ("TVH")
9, 2025 /PRNewswire/ -- The Villages Health ("TVH"), the trusted healthcare system for The Villages retirement community in Florida, today announced that the United States Bankruptcy Court for the Middle District of Florida
More news about: The Villages Health
Sep 09, 2025, 16:15 ET Brookdale Reports August 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.
Sep 09, 2025, 16:10 ET Camden National Corporation Announces Succession for Chair of its Board of Directors
McCarthy appointed to Vice-Chair of the Board and to succeed Lawrence J. Sterrs as Chair of the Board upon his retirement. CAMDEN, Maine, Sept.
More news about: Camden National Corporation
Sep 09, 2025, 16:05 ET Synopsys Posts Financial Results for Third Quarter Fiscal Year 2025
activities have a specific and defined term. Restructuring costs generally include severance and other termination benefits related to voluntary retirement programs, involuntary headcount reductions and facilities closures. Such restructuring costs include elimination of operational redundancy, permanent
More news about: Synopsys, Inc.
Sep 09, 2025, 12:00 ET FIDx Surpasses $3 Billion in Annuity Transactions, Driven by Accelerated Adoption of Its Insurance Exchange
button on legacy annuity processing," Romano continued. "We're making it effortless to bring annuities to their clients for holistic, balanced retirement planning." About Fiduciary Exchange, LLC (FIDx)Fiduciary Exchange, LLC (FIDx) powers a technology-empowered network that
More news about: Fiduciary Exchange, LLC (FIDx)
Sep 09, 2025, 11:07 ET Urgent Care Association Announces New CEO
Association (UCA) is proud to announce Steve Sellars as its new Chief Executive Officer. Steve takes the helm following the retirement of Lou Ellen Horwitz, who first served as the CEO of the association from 2006-2012 and most recently since June of
More news about: Urgent Care Association
Sep 09, 2025, 10:00 ET VS Insurance Services Expands Support for Underserved Populations by Partnering with Integrity
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
Sep 09, 2025, 09:30 ET T. ROWE PRICE STUDY REVEALS DC CONSULTANTS' EVOLVING VIEWS ON PRIVATE ASSETS, RETIREMENT INCOME, AND MANAGED ACCOUNTS
in retirement, today released its 2025 Defined Contribution (DC) Consultant Study, which reflects viewpoints from 36 top DC consultants and advisors. Key themes include expectations for the implementation of alternative assets in DC plans; target date solutions evolving to incorporate retirement income;
More news about: T. Rowe Price Group
Sep 09, 2025, 09:28 ET Creative Planning Expands California Operations With Grassi Investment Management Acquisition
Planning Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative
More news about: Creative Planning, LLC
Sep 09, 2025, 09:23 ET Manulife Investment Management and TruAmerica Launch $1 Billion Affordable Housing Joint Venture with Initial Acquisition of 51 Properties
Financial Corporation, Manulife Wealth & Asset Management provides global investment, financial advice, and retirement plan services to 19 million individuals, institutions, and retirement plan members worldwide. Our mission is to make decisions easier and lives better by empowering people today to
More news about: Manulife Wealth & Asset Management
Sep 09, 2025, 09:17 ET Retirement of Randall L. Hansen, President and CEO of Centennial Securities
remarkable 30-year tenure, Grand Rapids Michigan-based wealth management firm Centennial Securities announces the planned retirement of Randall L. Hansen, President and CEO, effective September 30, 2025.
More news about: Centennial Securities Company, Inc
Sep 09, 2025, 09:00 ET Reality Bites: Gen X is Nearing Retirement and More than Half Don't Believe They'll be Financially Ready When the Time Comes, According to Northwestern Mutual Planning & Progress Study
continue working during their retirement years, or already are. Less than one third (30%) of Boomers+ say the same. Most Gen X'ers working or planning to work in retirement say they will continue to work out of necessity – to be in a position to afford retirement. A third (34%) say it will be
More news about: Northwestern Mutual
Sep 09, 2025, 09:00 ET MFA Wealth Names Will McMahon Chief Equity Strategist
MFA Wealth focuses on building long-term, personalized relationships with clients and delivering services across retirement and education planning, investment management, business solutions and estate planning. "I'm incredibly excited to join MFA Wealth,"
More news about: MFA Wealth
Sep 09, 2025, 09:00 ET Highland Opportunities and Income Fund (HFRO) Announces Addition to Portfolio Management Team
the Fund's investment activities. Mr. Heiss is executive vice President and chief investment officer of NexAnnuity, NexPoint's affiliated retirement solutions business that includes its insurance platform, and a portfolio manager at NexPoint where he oversees the firm's investments in the financial
More news about: Highland Opportunities and Income Fund
Sep 09, 2025, 09:00 ET Beacon Pointe Welcomes Three New Teams Across Three Key Regions
plan for their financial futures. Known for their specialization in serving the orthopedic industry, they offer comprehensive services including retirement planning, investment management, tax and estate planning, and much more. Rooted in the community of Warsaw, IN,
More news about: Beacon Pointe Advisors
Sep 09, 2025, 08:48 ET Joseph Wealth Management Helps Investors Build Wealth While Re-Building Lives and Communities
stock market was God's idea. Wall Street got it from Him. So, whether a client's goal is building multi-generational wealth or simply planning for retirement, Joseph Wealth Management provides trusted financial advice that both respects and reflects Judeo-Christian values," said Dr. Winston. One
More news about: Joseph Wealth Management
Sep 09, 2025, 08:31 ET 61% of Boomers Never Plan to Sell Their Homes, While 76% Say They're Tired of Blame for Housing Crisis
owning a home as one of their greatest financial achievements, and 83% say they would regret giving up independence to move in with family or into a retirement community. Read the full report at:
More news about: Clever Offers
Sep 09, 2025, 07:30 ET Broadridge Acquires Retirement Plan Technology Provider iJoin
accounts, retirement income, and data-driven engagement services. The combination will enable Broadridge to more holistically serve providers across the retirement ecosystem with leading retirement enrollment, data, and insights solutions. "iJoin was founded on the belief that retirement should be
More news about: Broadridge Financial Solutions, Inc.
Sep 09, 2025, 06:30 ET CenterSquare Names Werner Sohier, Senior Global Real Estate Executive, to its Advisory Board
Laurann Stepp, former Senior Portfolio Manager at PA Public School Employees' Retirement System and former Co-Director of Alternative Investments of PA State Employees' Retirement SystemMr. Sohier holds a doctorandus degree in economics from Erasmus
More news about: CenterSquare Investment Management LLC