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Jul 09, 2025, 09:00 ET Transamerica to Offer Nuveen Target-Date Funds with Embedded TIAA Lifetime Income
"This collaboration reflects our commitment to delivering forward-thinking retirement solutions that meet the evolving needs of today's workforce," said Josh Rundle, head of Retirement Solutions at Transamerica. "By joining forces with Nuveen and TIAA, we're combining
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Jul 09, 2025, 08:45 ET Hitting the Pause Button: Peak 65 Consumers Delay Retirement, Change Investment Strategies and Harbor Social Security Fears
on the state of retirement and retirement security, as millions of Americans reach the traditional retirement age of 65, a historic milestone that the Alliance identified and has termed Peak 65®. "Many of those belonging to the largest wave of retirement age Americans
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Jul 09, 2025, 08:40 ET To Help Retirees Save, One of Colorado's Top Wealth Advisors, Robert C. Smith, Co-Authors New Book
a clear, personalized roadmap to reduce taxes, protect their wealth, and create a reliable income plan that supports their unique retirement lifestyle. "Retirement should be about freedom, not fear," says financial educator, author and wealth advisor, Robert Smith.
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Jul 08, 2025, 16:00 ET Phoenix Children's Names John R. Nickens IV as President & CEO
IV as its next President & Chief Executive Officer, following the planned retirement of long-serving President & CEO Robert L. Meyer.
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Jul 08, 2025, 15:35 ET Bluerock High Income Institutional Credit Fund Generated an 11.3% Annualized Distribution Rate over the Trailing 12 Months; Marks Three Year Anniversary
across various market cycles. The minimum investment in the Fund is $2,500 ($1,000 for retirement plans) for Class A and C shares. For copies of the Fund's public company filings, please visit the U.S. Securities and Exchange Commission's website
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Jul 08, 2025, 12:16 ET BURFORD CAPITAL ANNOUNCES PRICING AND UPSIZING OF PRIVATE OFFERING OF SENIOR NOTES
Capital Finance LLC (the "2025 Bonds") at their maturity date and the remainder for general corporate purposes, including the potential repayment or retirement of other existing indebtedness, which may include the 5.000% bonds of Burford Capital PLC due 2026. This release does not constitute a notice of
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Jul 08, 2025, 11:50 ET ELEHEAR Introduces Beyond Pro: AI-Driven OTC Hearing Aid with New Music Mode
and Best Hearing Aids by trusted sources such as Forbes Health, WIRED, NCOA, Reviewed, Yahoo, Hearing Tracker, Soundly, Hearing Health Matters, and Retirement Living. Availability & Price ELEHEAR Beyond Pro hearing aids will be available in two colors—Silver and Champagne—at
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Jul 08, 2025, 11:30 ET First Tech Federal Credit Union Appoints Stephen Poole to SVP of Addison Avenue
Raymond James. His appointment succeeds the position of Kelly Corah, former President of Addison Avenue, following her retirement in June after 27 years of service. "Stephen's strong character, personal integrity, deep expertise and shared passion for people, culture
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Jul 08, 2025, 11:00 ET Sentry earns AM Best A+ rating for 34th year in a row
2025. Sentry and its subsidiaries offer a wide range of insurance products, including property and casualty insurance, life insurance, annuities, and retirement programs for businesses and individuals nationwide. For a complete list of underwriting companies, visit
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Jul 08, 2025, 11:00 ET Wellstar Selects Ketul J. Patel to Lead Next Chapter of PeopleCare
Patel will succeed Candice L. Saunders, Wellstar's current president and CEO, who announced her retirement in January following an exceptional career of service and accomplishment. "We were fortunate to consider nearly 200 outstanding candidates
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Jul 08, 2025, 10:00 ET Integrity Appoints Industry Veteran Said Taiym as Chief Operating Officer
2025 /PRNewswire/ -- Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced that Said Taiym will join the company as Chief Operating Officer. With a highly
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Jul 08, 2025, 10:00 ET DAVID GIROUX NAMED OUTSTANDING PORTFOLIO MANAGER FOR ALLOCATION CATEGORY IN 2025 MORNINGSTAR AWARDS FOR INVESTING EXCELLENCE
trillion in client assets as of May 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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Jul 08, 2025, 09:15 ET Manulife Investment Management Closes Third Co-Investment Fund at $1.1B, Surpassing Predecessor by over $300M
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 08, 2025, 09:00 ET Simplicity Welcomes Three New Partners with the Acquisition of DuVall Financial Group
GroupDuVall Financial Group specializes in developing custom strategies for agents and their clients to secure financial independence. From retirement planning, estate planning and lifestyle planning For more information, please visit
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Jul 08, 2025, 09:00 ET MEI Industrial Solutions Acquires Industrial Transfer & Storage, Expanding Regional Strength and National Reach
Olympus manages in excess of $12 billion mainly on behalf of corporate pension funds, endowment funds and state-sponsored retirement programs. Founded in 1988, Olympus is an active, long-term investor across a broad range of industries including business services, food services,
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Jul 08, 2025, 09:00 ET Intentions Rise, Expectations Fall: The Number of Americans Planning to Leave an Inheritance Goes Up as the Number Expecting to Receive One Goes Down Finds Northwestern Mutual's 2025 Planning & Progress Study
How critical to your long-term financial security or retirement is the inheritance that you're expecting?
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Jul 08, 2025, 09:00 ET Beacon Pointe Advisors Closes Six Strategic Acquisitions in 60 Days
physicians, attorneys, trust beneficiaries, and entrepreneurs. Providing lasting peace of mind through personalized services, including asset management, retirement planning, and comprehensive financial guidance, is how the Heritage team has built long-standing client relationships and an unwavering commitment
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Jul 08, 2025, 08:00 ET RWA Wealth Partners Announces Executive Leadership Promotions
talent and dedication of these esteemed team members. This team makes it possible to provide clients with a comprehensive range of services, from retirement advice to complex tax and estate planning solutions and always does so in a way that puts the human side of wealth first." About
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Jul 08, 2025, 07:20 ET Brookdale's Board Reminds Shareholders to Vote the BLUE Proxy Card "FOR" ONLY Brookdale's Eight Superior and Highly Qualified Director Nominees Ahead of this Friday's Annual Meeting
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 08, 2025, 07:15 ET Brookdale Reports June 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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Jul 08, 2025, 03:28 ET BugleRock Capital's Global AUA Surpasses $4 Billion USD
services with an experienced team of 9. This new division will deliver specialized expertise across corporate treasuries, corporate pensions and retirement funds – positioning BugleRock as a comprehensive financial partner. These latest achievements underscore BugleRock's continued growth trajectory,
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Jul 08, 2025, 03:00 ET Performance Brokerage Services Advises on the Sale of W.E. Johnson Equipment Company with Locations in Miami and Fort Myers, Florida
the high standards we've set and provide exceptional support to the market in the years to come. As my business partner and I look forward to our retirement, we take great comfort in knowing that our employees' futures are secure and that they will be well taken care of under Burwell's leadership."
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Jul 07, 2025, 15:07 ET Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion
$14.06 billion in advisory, $2.6 billion in brokerage assets, $3.28 billion in retirement plan and ESOP assets, is pleased to announce a strategic minority investment from Constellation Wealth Capital (CWC), an alternative asset management
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Jul 07, 2025, 14:00 ET Olympus Partners Announces Promotions
Olympus manages in excess of $12 billion mainly on behalf of corporate pension funds, endowment funds and state-sponsored retirement programs. Founded in 1988, Olympus is an active, long-term investor across a broad range of industries including business services, food services,
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Jul 07, 2025, 12:37 ET How Small Businesses Can Help Employees Prepare for Retirement
employers to offer retirement plans for employees. Currently, 20 states have passed legislation for state-mandated retirement programs and 13 states have active programs. Legislation is currently being considered in an additional 28 states. Employers can opt out of state-mandated retirement programs by
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