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Jul 06, 2026, 08:02 ET OakPath Launches Aggi to Help Older Americans Live on Their Own Terms
Aggi, an AI-powered personal coach and 'What's Next Engine' designed specifically to help aging Americans plan for and navigate retirement. The Retirement Planning GapAmerica is aging
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Jul 06, 2026, 07:30 ET Brookdale Announces Successful Financing Transactions; Extends 2027 Non-Recourse Mortgage Debt Maturity and Extends and Expands Credit Facility
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,
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Jul 06, 2026, 07:00 ET Generac Promotes Niccolò Borracchini to Executive Vice President - International
Borracchini's promotion follows the retirement of Paolo Campinoti from his executive leadership role, effective July 1, 2026, after more than 30 years of distinguished service to the Pramac Group.
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Jul 06, 2026, 07:00 ET Generac Promotes Niccolò Borracchini to Executive Vice President - International
Borracchini's promotion follows the retirement of Paolo Campinoti from his executive leadership role, effective July 1, 2026, after more than 30 years of distinguished service to the Pramac Group.
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Jul 02, 2026, 20:38 ET Marlinspike Partners Closes Oversubscribed $127 Million Fund II to Rearm & Rebuild America
County Employees' and Police Officers Retirement Systems. "We are delighted to be partnering with Neil Keegan, Mislav Tolusic, and the broader team at Marlinspike," noted Katherine Molnar, Chief Investment Officer of the Fairfax County Police Officers Retirement System. "We share a constructive outlook
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Jul 02, 2026, 10:24 ET Fiduciary Services Group Acquires Pension Investors Corporation, Expanding Its Retirement Plan Administration Platform
2020 to form Pension Investors Corporation. The company has earned a strong reputation for retirement plan expertise, responsive service, and lasting industry relationships. The firm administers around 900 retirement plans — 700 defined contribution and 200 defined benefit plans.The addition of Pension
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Jul 02, 2026, 09:00 ET Coastal Bridge Advisors, Waddell & Associates and One Charles Private Wealth Combine Firms
chief planning officer, and Sean Gould (former W&A partner) joins as managing partner in the Tennessee region."The transition marks the retirement of two storied industry names: "Waddell & Associates," a 40-year-old brand deeply rooted in family history, and "One Charles Private Wealth,"
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Jul 02, 2026, 08:00 ET Wealth Enhancement to Acquire the Kaminsky-Silverman Group of Shufro Rose with Over $554 Million in Client Assets
Enhancement."The Kaminsky-Silverman Group provides comprehensive wealth management services, including financial planning, investment management, retirement strategies, and tax and estate planning coordination. The team has built a trusted practice serving individuals and families in the New York metropolitan
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Jul 01, 2026, 17:14 ET Ty J. Young Wealth Management Launches WeBuyAnnuityBooks.com to Help Advisors Successfully Exit Their Business
overlooked challenges: succession planning. Designed specifically for retirement-income advisors, insurance agents, marketers, and IMOs, the new website provides educational resources for advisors exploring succession for retirement-income and FIA advisors, including business valuation guidance, transition
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Jul 01, 2026, 16:29 ET Vanguard to Serve as Alternate Fund Partner for Trump Accounts
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
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Jul 01, 2026, 16:28 ET JOHN HANCOCK CLOSED-END FUNDS DECLARE MONTHLY DISTRIBUTIONS
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
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Jul 01, 2026, 16:01 ET O-AT-KA TEAMSTERS SECURE STRONG CONTRACT
strong five-year collective bargaining agreement. The contract delivers wage increases up to 46 percent, improves health care benefits, and increases retirement funding.
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Jul 01, 2026, 15:42 ET Corvex Stockholders Approve Key Governance and Capital Structure Proposals at 2026 Annual Meeting
where he held senior executive and technical leadership roles including Executive Vice President of Innovation and Technology from 2005 until his retirement in 2008, and Senior Vice President of Technology and Manufacturing from 1997 to 2005. Donofrio holds seven technology patents and is a Life Fellow
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Jul 01, 2026, 13:05 ET In HelloNation, Insurance Expert Curtis Ostler Reviews Life Insurance Coverage Estimation for Utah Families
combining both ongoing and one time obligations, families can develop a clearer picture of the financial safety net required.Subtracting savings, retirement accounts, and any existing life insurance policies is another important step described in the article. This process helps ensure that families purchase
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Jul 01, 2026, 13:02 ET The Inner Circle acknowledges Susan Krup Grunin as a Pinnacle Professional Of The Year
resources and government professionals for its emphasis on building strong organizational cultures that value talent and innovation.Following her retirement from federal service after thirty two years, Dr. Grunin continued her work as an executive coach and consultant, both independently and with national
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Jul 01, 2026, 12:00 ET Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners
and ultra-high-net-worth individuals and families, business owners, and institutions with comprehensive financial planning, investment, tax, and retirement solutions. Learn more at ceritypartners.com.About Cordant Wealth Partners Founded in 2010, Cordant Wealth Partners is a Portland,
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Jul 01, 2026, 11:50 ET GCG Advisory Partners Completes Its Multi-Platform Strategy, Now Offering Hybrid RIA Optionality with the Addition of BlueChip Financial Advisors
relationship-driven practice with deep roots in its market:More than 25 years serving individuals and families across financial planning, retirement planning, college funding, and portfolio management.A senior team of Bryant University graduates with extensive tenure and credentials:
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Jul 01, 2026, 11:00 ET Still Creek Insurance 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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Jul 01, 2026, 11:00 ET GuideWell Source Appoints Gordon Bailey as President and Chief Executive Officer
companies, which include First Coast Service, Options, Inc. and Novitas Solutions, Inc., effective July 1. Bailey was appointed following Harvey Dikter's retirement after 21 years of dedicated service to the family of companies.
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Jul 01, 2026, 11:00 ET Blood Cancer United Welcomes New Board Members & Philanthropy Leadership
throughout his career inside and outside of KPMG have included CTO and COO positions, as well as both practice and industry leadership roles. Prior to retirement, Arnold led KPMG's AI transformation office, spearheading its US adoption strategy. A long-time volunteer and supporter of the organization in honor
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Jul 01, 2026, 10:30 ET Constellation Institutional Markets re-enters pension risk transfer market
Constellation Institutional Markets has re-entered the pension risk transfer (PRT) market, expanding its institutional capabilities and long-term retirement solutions offering.
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Jul 01, 2026, 10:07 ET Levi & Korsinsky Reminds Peabody Energy Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of August 24, 2026 - BTU
litigation. The pending BTU class action raises considerations for asset managers and plan fiduciaries, including:Pension funds and retirement plans that held BTU during the Class Period may need to document losses and assess whether seeking lead plaintiff appointment serves beneficiaries'
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Jul 01, 2026, 10:00 ET Deltek Appoints Heather Larkin as Chief Financial Officer and Elevates Tracy Schampers to Chief Legal and Administrative Officer
of growth. Hutner retires effective July 1, 2026. Krone will remain engaged through Q4 2026 to support Larkin's transition before completing his retirement. Deltek thanks both for their exceptional service.About DeltekDeltek is the intelligent platform that powers the project lifecycle
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Jul 01, 2026, 09:57 ET Waterloo Capital Acquires Equity Stake in Austin-Based Ironclad Wealth
Chatmas, Chief Executive Officer of Waterloo Capital. "By combining their track record with our infrastructure, we can help more families plan for retirement in a thoughtful manner and bring institutional asset management to the individual investor."And the momentum is far from over. As it continues
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Jul 01, 2026, 09:30 ET T. ROWE PRICE LAUNCHES SEASON 6 OF "THE ANGLE" PODCAST SERIES WITH INVESTOR-FOCUSED LOOK AT AI ADOPTION
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 PRICEFounded in 1937, T. Rowe
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