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Sep 16, 2025, 09:00 ET PlanSource Partners with SAVVI Financial to Advance a More Human-Centered Benefits Experience
personalized guidance, SAVVI helps employees optimize their full financial journey, from early benefit decisions to creating a reliable paycheck in retirement, driving better outcomes for both employees and employers. Integrated with HR stacks, our solutions reduce admin work, lower costs, and boost employee
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Sep 16, 2025, 08:54 ET Survey: What Retirees Really Want From Financial Providers
within the next five years. With more than 70% either living in retirement or actively preparing for it, the findings offer timely insight into the priorities of people making some of life's most critical financial decisions. In retirement planning specifically, trust takes the lead, with 71% saying that
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Sep 16, 2025, 08:36 ET New Study Finds Families with Long-Term Care Insurance Face Less Financial Strain
Financial Strain: Families without LTCi reported greater financial consequences. Many retired early, reduced work hours, or depleted retirement accounts to cover expenses. Families with LTCi expressed immense gratitude for the coverage, with several calling it "lifesaving." One noted insurance
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Sep 16, 2025, 08:30 ET Accounting Seed names Nasser Chanda CEO to drive next phase of growth
midsize companies will operate and grow in the modern age." Chanda succeeds Steve Lorenc, who is transitioning to retirement after nearly four years of successfully leading Accounting Seed's growth and further establishing its position as the premier accounting solution
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Sep 16, 2025, 08:30 ET Barron Prize Celebrates 25 Years of Honoring Young Heroes Who Are Making a Difference
New Hampshire, who founded TechPals to organize youth volunteers in teaching digital skills to seniors at libraries, retirement homes, and senior centers. His group has helped more than 5,000 seniors learn to text, use FaceTime, and recognize scams, among other digital skills.
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Sep 16, 2025, 08:18 ET TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships
Solutions (TW&A) delivers on TIAA's century-long mission by providing actionable financial advice to our retirement plan participants. As a trusted partner getting people to and through retirement, our comprehensive approach combines dedicated financial consultants and wealth management advisors with
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Sep 16, 2025, 08:05 ET The Verandah Retirement Community in Lake Charles Named Among Southwest Louisiana's Top Senior Living Communities
families in Southwest Louisiana. About Sunshine Retirement Living Based in Bend, Ore., Sunshine Retirement Living manages 40 retirement communities in 17 states, offering senior apartments, independent living, assisted living,
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Sep 16, 2025, 08:00 ET Mentenova and SEI Partner for Global Equity Investments
investment management and advisory firm delivering bespoke, goals-driven strategies tailored to the unique investment outcomes required by institutions, retirement funds, and private investors. Their approach integrates global best practices with deep local expertise, combining specialist manager selection,
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Sep 16, 2025, 08:00 ET UNBOUND CELEBRATES OLDER ADULTS WITH COMPASSION AND CONNECTION
while being able to afford daily necessities.A 78-year-old sponsored elder in Kenya, David, used all his retirement savings caring for and educating his children and grandchildren. Unbound's sponsorship gave him the materials to start a small business selling spices
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Sep 16, 2025, 06:00 ET World Investment Advisors Names Bill Altman Head of Technology Strategy
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
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Sep 16, 2025, 06:00 ET New Survey Uncovers 'Travel Dysmorphia': 7 in 10 Americans Feel Behind on Their Travel Goals
behind, while 32% say peer conversations about travel make them feel inadequate.8% say they're waiting for a life milestone like a birthday, retirement, or graduation before they allow themselves to take a meaningful trip.While many are reflecting on where they haven't
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Sep 15, 2025, 16:30 ET Harley-Davidson, Inc. Announces Appointment of Two New Independent Directors
Reintjes. Directors Sara Levinson and Norman Thomas Linebarger announced their retirement from the Board on September 9, 2025, and September 10, 2025, respectively. Mr.
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Sep 15, 2025, 15:30 ET Dunaway Insurance Agency and Hoosier Insurance Agency Join 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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Sep 15, 2025, 09:01 ET Lightcast Releases 2025 Talent Attraction Scorecard: Celebrating a Decade of Talent Development Insights
of the top 20 large metros are located in the Sunbelt, with only three of the top 50 metros of any size located outside these regions.Retirement Destinations Face Mixed Outcomes: Communities like The Villages, Florida (#1 mid-sized metro) benefit from retiree
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Sep 15, 2025, 09:00 ET T. ROWE PRICE LAUNCHES BLUE BOND EMERGING MARKETS STRATEGY TO HELP CATALYZE FINANCE FOR A SUSTAINABLE BLUE ECONOMY
trillion in client assets as of August 31, 2025, about two-thirds of which are retirement-related. Renowned for over 85 years of investment excellence, retirement leadership, and independent proprietary research, the firm leverages its longstanding expertise to ask better
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Sep 15, 2025, 09:00 ET WORLD INSURANCE ASSOCIATES NAMES ZACH POSEY AS NEW LEADER OF MARKET RELATIONSHIPS
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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Sep 15, 2025, 08:51 ET Employee Fiduciary Urges DOL to Reject PEP Safe Harbor in Favor of a Higher-Standard, Lower-Cost Path for Small Businesses
plans, built on low-cost index funds, flat per-participant fees, and clear fee disclosures, would better meet the DOL's goal of expanding high-quality retirement plan access for small businesses. To read a copy of the comment letter and gain further insight into Employee Fiduciary's perspective on PEPs,
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Sep 15, 2025, 08:00 ET Capital Group Expands on its Long Tradition of Philanthropy with Launch of the Community Wealth Council
research and individual accountability since 1931. Capital Group has helped generations achieve important financial goals, such as saving for retirement, building a business and funding educations. Committed to the well-being of clients, associates and the communities where we live and work, Capital
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Sep 15, 2025, 04:00 ET Finastra enhances Fusion Invest for annuities market
20022, and enhances collateral management workflow efficiency to drive operational costs down. "The current economic climate and state of the retirement nest egg has driven life and annuity carriers to develop a wider range of investment options, including registered index-linked annuities (RILAs).
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Sep 12, 2025, 21:30 ET LINEAGE INVESTOR NOTICE: Investor Files Class Action Lawsuit Against Lineage, Inc. and Attorneys Announce Opportunity for Investors with Substantial Losses to Lead Securities Class Action Lawsuit - LINE
2025 to seek appointment as lead plaintiff of the Lineage class action lawsuit. Captioned City of St. Clair Shores Police and Fire Retirement System v. Lineage, Inc., No. 25-cv-12383 (E.D. Mich.), the Lineage class action lawsuit charges Lineage as well as certain of its top
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Sep 12, 2025, 06:22 ET Weekly Recap: 9 Tech Press Releases You Need to See
Broadridge Acquires Retirement Plan Technology Provider iJoin"With increasing demand for personalization, growing interest in lifetime income options, and the convergence of retirement and wealth management, there is a greater need for advanced
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Sep 12, 2025, 06:12 ET Weekly Recap: 13 Finance Press Releases You Need to See
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 StudyThe
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Sep 11, 2025, 16:39 ET ICI: Money Market Fund Assets Hit Fresh High
language in the fund prospectus. Retail funds are sold primarily to the general public and include funds sold predominantly to employer-sponsored retirement plans and variable annuities. Institutional funds are sold primarily to institutional investors or institutional accounts purchased by or through
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Sep 11, 2025, 13:00 ET Fiduciary Services Group Acquires Beacon Benefits to Accelerate Growth in TPA Segment
best-in-class retirement services ecosystem," said Scott David, CEO of Fiduciary Services Group. "By bringing Beacon Benefits into the FSG family, we're not only expanding our footprint—we're enhancing our ability to serve clients across all segments of retirement services."
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Sep 11, 2025, 11:25 ET Troutman Pepper Locke Bolsters Tax and Benefits Practice With Addition of Heather Heath Ryan
employee benefits and executive compensation, including guiding large, sophisticated employers in designing and administering health and welfare plans, retirement plans, and executive compensation arrangements, will be invaluable in enhancing our practice and meeting our clients' diverse needs," said
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