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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
More news about: T. Rowe Price Group
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,
More news about: Olympus Partners
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,
More news about: Brookdale Senior Living Inc.
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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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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