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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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Jul 07, 2025, 10:00 ET Advice Pays in Peace of Mind and Time: Vanguard Survey Reveals Hidden Value of Financial Advice
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 07, 2025, 09:02 ET Pending Class Action Lawsuit Involving all Persons or Entities who Purchased or Otherwise Acquired TaskUs Class A Common Stock Between June 11, 2021 and January 19, 2022
HUMBERTO LOZADA and OKLAHOMA FIREFIGHTERS PENSION AND RETIREMENT SYSTEM Individually and on Behalf of All Others Similarly Situated,
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Jul 07, 2025, 08:53 ET Congress Can Effectively Reduce the Spiraling Deficit By Requiring Retirement Plans to Offer a Roth Option, Says Nancy Hite, CFP®, fiduciary
Congress requiring retirement plans to have a Roth option is one sure way to do it, said Hite. Nancy Hite, CFP®, fiduciary, and author of The Retirement Mirage: Time to Think Differently, proposes Congress consider requiring all retirement plans to offer a
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Jul 07, 2025, 07:56 ET BURFORD CAPITAL ANNOUNCES 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 04, 2025, 06:00 ET Declare Your Financial Independence: New Calculator Helps Americans Break Free from Annuity Traps
American Alternative Assets announced the launch of its "Annuity Trap Calculator," a revolutionary tool designed to help retirement savers declare independence from wealth-draining annuity contracts. It can be found at
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Jul 03, 2025, 22:02 ET The Villages Health ("TVH") Announces Strategic Restructuring and Agreement to be Acquired by CenterWell
3, 2025 /PRNewswire/ -- The Villages Health ("TVH"), the trusted healthcare system for The Villages retirement community in Florida, today announced that it is proceeding with a strategic restructuring to preserve the business's
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Jul 03, 2025, 12:57 ET The Inner Circle acknowledges, George Willis Williams Jr., MD as a 2025 Legacy Member
and Gynecologists, the South Atlantic Association of Obstetrics and Gynecologists, and the Georgia OBGYN Society. As he transitions into retirement, Dr. Williams reflects most proudly on the many heartfelt written testimonials he has received from his patients—testimonies that affirm the deep
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Jul 03, 2025, 10:00 ET Integris Debuts New Brand with the Launch of M365 Security & Compliance Assessment
Regularly featured on the Inc. 5000 list of fastest-growing companies, Integris is backed by the private equity arm of the Ontario Municipal Employees Retirement System (OMERS). For more information, visit
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Jul 03, 2025, 09:30 ET First Financial Bancorp to Announce Second Quarter 2025 Financial Results on Thursday, July 24, 2025
banking services to business and retail clients. Wealth Management provides wealth planning, portfolio management, trust and estate, brokerage and retirement plan services and had approximately $3.7 billion in assets under management as of March 31,
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Jul 03, 2025, 08:03 ET UPS VIOLATES TEAMSTERS NATIONAL CONTRACT WITH PLAN FOR BUYOUTS
multibillion-dollar company's Driver Voluntary Severance Plan (DVSP), which UPS has not yet publicly disclosed, would offer cash to drivers to initiate early retirement or quit their job. The DVSP, likely to be announced to workers in the coming weeks, would leave most drivers without quality health insurance if
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Jul 02, 2025, 22:23 ET TEAMSTERS RATIFY CONTRACT AT TYSON
Teamsters." "If you work in one of the most dangerous industries in the nation, you should be able to support your family and look forward to retirement," said Jesse Case, Director of the Teamsters Food Processing Division. "Teamster strength is critical for working families
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Jul 02, 2025, 09:38 ET Survey Reveals the US Cities Offering the Best Bang for Your Buck
Laura McCutcheon, VP of Marketing at Advance America. "Whether you're a young professional, raising a family, or planning your retirement, there are places across the country where your dollar works harder — without compromising on what matters most." Top 10 cities offering the
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Jul 02, 2025, 09:30 ET Assisted Living Locators Empowers Entrepreneurs to Achieve 'Financial Independence' in America's Aging Economy
Brands, pairs families with the right senior-living or in-home care solutions at no cost to the consumer. With 73 million Baby Boomers entering retirement and the U.S. senior-care market projected to top $490 billion by 2030 (according to Grand View Research), the advisory
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Jul 02, 2025, 09:15 ET TriNet Introduces "Ascend" Program to Develop and Elevate Top Sales Professionals
medium-size businesses, offering advanced technology-enabled services that include human capital expertise, employee benefits such as health insurance and retirement plans, payroll and payroll tax administration, risk mitigation, and compliance consulting. Our long-term objective is to be the premier provider
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Jul 01, 2025, 22:58 ET VISION & IMAGE SHANGHAI 2025 Open in July.
addition, the "silver economy" is also an important driver of camera consumption. Outdoor travel photography and learning photography not only enrich the retirement life of the elderly but also help them maintain active thinking. Overall, cameras have gradually become the "social currency" for young people and
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Jul 01, 2025, 16:16 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, 2025, 16:05 ET ONE Gas Announces Retirement of General Counsel Joseph L. McCormick
Okla., July 1, 2025 /PRNewswire/ -- ONE Gas, Inc. (NYSE: OGS) announces the retirement of Joseph L. McCormick as senior vice president, general counsel and assistant corporate secretary, effective
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Jul 01, 2025, 15:10 ET Californians Can Now Convert Home Equity Into Cash With Unison Equity Sharing Home Loan
improvement projectsConsolidate high-interest debtRefinance second mortgages for lower monthly paymentsIncrease their retirement savingsInstall solar panels or make energy-efficient upgradesAvailabilityThe Unison Equity Sharing Home Loan
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Jul 01, 2025, 12:45 ET Accruit Appoints Steve Holtkamp as New President; Brent Abrahm to Continue as CEO
leadership. Both will continue to serve on Inspira Financial's leadership team in supporting the Company's drive to become the leader in health, wealth, retirement, and benefit solutions. "Under Steve's guidance, we are confident that Accruit will continue to thrive and innovate, delivering unparalleled value
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Jul 01, 2025, 11:31 ET Nationwide Completes Acquisition of Allstate Employer Stop Loss Business for $1.25 billion
full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; and pet, motorcycle and boat insurance. For more information
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