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Dec 09, 2025, 09:00 ET NFP Appoints Caleb Noel to Serve as Chief Financial Officer
and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
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Dec 09, 2025, 08:48 ET The Millionaire Myth: Why "Buy Term & Invest the Difference" Fails 97% of Retirees
difference" (BTID). Promoted for decades as the smart retirement strategy, BTID and traditional 401(k) plans rarely deliver the promised millionaire outcome. Amen cites industry data showing that only 3.2% of retirees ever reach $1 million in their retirement accounts. That means 97 out of 100 people fall
More news about: Terrance Amen
Dec 09, 2025, 07:00 ET Saviynt Raises $700M at Approximately $3B Valuation in KKR-Led Round to Establish Identity Security as the Foundation for the AI Era
funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities
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Dec 08, 2025, 18:20 ET The Inner Circle acknowledges, James W. Edlund, MD as a Pinnacle Lifetime Member
the Society of Advanced Wound Care, Dr. Edlund previously held dual board certifications in general surgery and colon and rectal surgery before his retirement from surgical practice. His extensive experience as a colon and rectal surgeon continues to inform his approach to wound care and patient management.A
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Dec 08, 2025, 16:15 ET Brookdale Reports November 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.
Dec 08, 2025, 15:34 ET 360 Financial Celebrates 30 Years as Fiduciary, Award-Winning Wealth Management Firm in Minnesota
legacy plans.A key differentiator is the firm's proprietary LifeWealth process —a comprehensive approach that integrates investment management, retirement planning, tax coordination, risk management, and estate strategies into one cohesive plan aligned with each client's purpose and values.Through
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Dec 08, 2025, 14:58 ET Florida HVAC Testing Leader Performance Air Balancing Transitions to New Ownership
simple philosophy "we go where we're needed," the company has become synonymous with reliability and precision.As the Works began planning for retirement, they sought a buyer who shared their values and dedication to quality, professionalism, and the well-being of their employees. They found that alignment
More news about: Viking Mergers & Acquisitions
Dec 08, 2025, 12:02 ET Shaw-Ross International Importers Announces Retirement of Bruce Hunter, Managing Director
International Importers (Shaw-Ross), one of the nation's leading importers representing prestigious suppliers from around the world, today announced the retirement of Bruce Hunter, Managing Director, effective December 31, 2025. After nearly three decades with Shaw-Ross and more than 50 years in the global wine
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Dec 08, 2025, 11:46 ET Sage introduces skilled nursing solution to Sage Core, expanding its unified platform across all levels of senior care
compared to legacy systems.Communities using Skilled are already reporting measurable impact in controlled early deployments. One continuing care retirement community and skilled nursing rehabilitation center has sustained sub–four-minute response times and reduced 30-day re-hospitalizations year over
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Dec 08, 2025, 10:12 ET Fortune 500 Sales Exec Michael Young Joins Ty J. Young Wealth Management as Vice President of Business Development
in assets under management and serving more than 7,000 clients across the nation, the firm is renowned for its expertise in investment management, retirement planning, and insurance. Ty Young and the firm's strategists are frequently sought after for their insights, appearing in prominent media outlets
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Dec 08, 2025, 10:00 ET Gen X Underestimated Retirement. Now, They're Not Sure They Can Catch Up
they're behind in their planning and are fighting to catch up with their retirement savings. After realizing retirement was nearing, 40% of Gen X investors cut discretionary spending, 34% increased their contributions to retirement accounts, 23% sought out professional financial advice and 19% shifted
More news about: Nationwide
Dec 08, 2025, 10:00 ET Splitero, Funds Managed by Blue Owl, and Antarctica Capital Close $283.3 Million Home Equity Investment Inaugural Securitization
and private markets. Founded in 2013, Antarctica currently has over $8.3 billion in assets under management. Our insurance holdings offer wealth, retirement and reinsurance solutions to businesses and individuals. Our asset management platforms are focused on credit and structured investment products
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Dec 08, 2025, 09:15 ET NexAnnuity Announces the Launch of NexCompounder Fixed Index Annuity--A Modern Solution Designed to Assist with Retirement Savings
continues its tradition of delivering modern retirement solutions. The NexCompounder FIA reflects the company's commitment to providing products that adapt to changing financial landscapes and client needs.About NexAnnuityNexAnnuity is a retirement solutions business based in Dallas, Texas
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Dec 08, 2025, 09:11 ET Neuberger Hires Steven Meier as Vice Chair
Asset Management, overseeing over $300 billion of assets across the five pension funds of the New York City retirement system and prior to that, he was the interim CIO for the Connecticut Retirement Plans & Trust Fund Management. In the private sector, Mr. Meier served as the Chief Investment Officer
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Dec 08, 2025, 09:10 ET T. ROWE PRICE'S INAUGURAL GLOBAL RETIREMENT SURVEY FINDS ONE-THIRD OF SAVERS EXPECT TO WORK IN RETIREMENT
Global Retirement Savers Study, revealing that nearly 34% of retirement savers worldwide expect to work at least part-time after retiring. This expectation is most pronounced in the United States, where 37% of respondents anticipate working in retirement. This trend of "unretiring"
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Dec 08, 2025, 09:01 ET RBC Global Asset Management Named Best Place to Work in the U.S. for Third Consecutive Year
defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Learn
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Dec 08, 2025, 09:00 ET BofA Launches Enhanced Workplace Benefits Solutions for Business Owners and Their Employees
Pooled Employer Plan (PEP) enables a group of business owners to form a shared retirement plan, reducing administrative burden. The PEP also offers flexible plan design features, allowing employers to tailor a retirement plan to their unique business goals and employee needs.Small Business
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Dec 08, 2025, 09:00 ET NexPoint Is Named One of the 2025 Best Places to Work in Money Management by Pensions & Investments
defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit
More news about: NexPoint Advisors, L.P.
Dec 08, 2025, 08:30 ET Cohen & Steers Named a "Best Place to Work in Money Management" by Pensions & Investments for Sixth Consecutive Year
defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit
More news about: Cohen & Steers, Inc.
Dec 08, 2025, 08:15 ET Granahan Investment Management Named One of Best Places to Work in Money Management by Pensions & Investments for Fifth Consecutive Year
contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses.
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Dec 08, 2025, 08:00 ET Noble Recognized in Pensions & Investments' Best Places to Work in Money Management
defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit
More news about: Noble Investment Group
Dec 08, 2025, 07:55 ET Invesco and LGT Capital Partners Forge Strategic Partnership to Expand Access to Private Markets for U.S. Wealth and Retirement Investors
Together, Invesco and LGT Capital Partners plan to develop multi-alternative private markets solutions with an initial focus on the U.S. wealth and retirement channels.
More news about: Invesco Ltd.
Dec 08, 2025, 06:30 ET Neuberger Places First in Pensions & Investments' 2025 "Best Places to Work in Money Management"
defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit
More news about: Neuberger Berman
Dec 08, 2025, 06:15 ET North Square Investments Named One of the "Best Places to Work in Money Management" By Pensions & Investments
defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit
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Dec 08, 2025, 06:00 ET Prudential Advisors Welcomes Advisor Team from Raymond James with Over $550 Million in Assets
diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential's iconic Rock symbol has stood for strength, stability, expertise, and innovation for 150 years. For more information, please
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