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Sep 10, 2025, 12:00 ET Vanguard Announces Advisory Changes for Vanguard Mid-Cap Growth Fund
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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Sep 10, 2025, 10:10 ET SouthState Welcomes Large Group of Bankers Across Expanding Footprint
consultant, Savannah, Ga. – assists clients in navigating the complexities of financial planning, both pre- and post-retirement. She has her Series 7 and 66 securities licenses held with LPL Financial. Young earned her bachelor's degree from the University
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Sep 10, 2025, 10:00 ET New England's Largest Utility-Scale Battery Energy Storage System Now Online
electricity, increase the grid's flexibility, and provide other benefits. Cranberry Point is located in an energy transition area that has seen the retirement of the Pilgrim Nuclear Power Station and the Mystic Generating Station. Cranberry Point represents roughly 10% of the capacity of the Mystic combined
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Sep 10, 2025, 09:06 ET Vanguard More Than Doubles Participation in Investor Choice
in 2025. Plan Sponsor Expansion: In 2024, Vanguard expanded Investor Choice to reach retirement plan sponsors. In 2025, plan sponsors representing over 100,000 participants enrolled in the program. Shifts in Policy Selection:
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Sep 10, 2025, 09:06 ET Nayya Acquires Northstar and Unveils First-of-its-Kind Agentic AI Health and Wealth Benefits Solution
"The combined platform of Northstar and Nayya gives employees and employers a single point of contact for health and wealth questions ranging from retirement, insurance, savings, taxes, and more. I have always admired Nayya's approach, as we share a similar vision to provide personalized guidance at scale,
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Sep 10, 2025, 09:00 ET Montage Partners Successfully Exits Investment in Puroflux
panels used across HVAC, industrial, and commercial applications. Montage Partners invested in Puroflux in 2018 to facilitate the founder's retirement and implement a thoughtful succession plan to the next generation of leadership, who co-invested alongside Montage. Montage was drawn to Puroflux's
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Sep 10, 2025, 09:00 ET Percent Makes Institutional-Grade Separately Managed Accounts Accessible to New Investors, Expanding Access to Private Credit
service of a managed portfolio. Launching now amid surging demand for private credit, and with potential access pathways through 401(k)s and other retirement vehicles on the horizon, the offering meets a critical moment for investors seeking diversification and yield in today's market.
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Sep 10, 2025, 08:05 ET Cranberry Wealth Launching New Retirement-Focused Podcast
fulfilling retirement. The firm focuses on crafting comprehensive planning strategies for retirement and near-retirement individuals. They offer personalized plans designed to potentially minimize taxes, optimize income, and—most importantly—reduce the stress often associated with major retirement decisions.
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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
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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.
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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
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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:
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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
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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
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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
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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,
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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.
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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
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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
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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
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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
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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;
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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
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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
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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.
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