News Search Results
Jun 12, 2024, 09:29 ET Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer
Financial Group, LLC, founded in 1991, takes a client-centered approach to providing wealth management services, including asset management, estate and retirement planning, fiduciary consulting, and family wealth. Sequoia builds and maintains strong relationships that emphasize long-term planning to help clients
More news about: Sequoia Financial Group, LLC
Jun 12, 2024, 09:00 ET Cabrera Capital and NAIC Announce Multi-Year Partnership to Support Diverse Asset Managers
member firms invest with more than 2,200 portfolio companies globally and consistently generate superior returns that help fuel the growth of the retirement and asset management industries. About Cabrera Capital Markets Cabrera Capital Markets is a leading investment bank, advisory,
More news about: National Association of Investment Companies
Jun 12, 2024, 09:00 ET Vanguard Charitable Welcomes Distinguished Harvard Professor to Board of Trustees
Conference on New Developments in Long-Term Asset Management and is a fellow of the Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF) Institute in New York. "It's a sincere pleasure to join the Vanguard Charitable
More news about: Vanguard Charitable
Jun 12, 2024, 08:35 ET Financial Challenges Hit Harder for Widowed Women; Thrivent Survey Finds
on time (70%). Many also struggled with budgeting on a reduced household income (44%), managing and paying debt (37%), and continuing to save for retirement on one income (21%).Immediate financial changes: A majority of widowed women (68%) made immediate changes
More news about: Thrivent
Jun 12, 2024, 08:30 ET T. ROWE PRICE GROUP REPORTS PRELIMINARY MONTH-END ASSETS UNDER MANAGEMENT FOR MAY 2024
management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Clients rely on the award-winning firm for its retirement expertise and active management of equity, fixed income,
More news about: T. Rowe Price Group
Jun 12, 2024, 08:30 ET Nuveen Secures CalPERS Funding to Preserve Affordable Housing and Build Resilient Communities
billion. The largest defined-benefit public pension in the U.S., the CalPERS pension fund serves more than 2 million members in the CalPERS retirement system; the agency also administers benefits for more than 1.5 million members and their families in the CalPERS health program. "This allocation
More news about: Nuveen
Jun 11, 2024, 16:15 ET Listen Live to Ball Corporation Management Briefing at 2024 Investor Day
manage cyber threats; litigation; strikes; disease; pandemic; labor cost changes; inflation; rates of return on assets of Ball's defined benefit retirement plans; pension changes; uncertainties surrounding geopolitical events and governmental policies, including policies, orders, and actions related
More news about: Ball Corporation
Jun 11, 2024, 14:24 ET WEA Member Benefits partners with Ladder to offer new online term life insurance for PK-12 Public School Employees
WEA Member Benefits, the Wisconsin-based company that provides personal insurance and retirement and investment programs to promote the financial well-being of public school employees and their families, has partnered with
More news about: WEA Member Benefits
Jun 11, 2024, 13:32 ET Catherine Collinson Wins Lifetime Achievement Award From Plan Sponsor Council of America
Center for Retirement Studies, and a nationally recognized leader and advocate for a financially secure retirement for all Americans, has received a Lifetime Achievement Award from the Plan Sponsor Council of America (PSCA). The leading trade association for providers of employment-based retirement plans
More news about: Transamerica
Jun 11, 2024, 12:34 ET AUDREY DAUM, SENIOR VICE PRESIDENT - INVESTMENTS AT MOORS & CABOT INC. PRESENTS TO MIT UNDERGRADUATE STUDENTS, GRADUATE STUDENTS AND ALUMNAE
However, it is never too late to learn!" As a Wealth Manager, Audrey works with individuals and small business owners on portfolio management, retirement, education and estate planning, and provides educational tools for those families that need them. Her focus is on generational wealth building.
More news about: Moors & Cabot Investments
Jun 11, 2024, 11:44 ET Manulife Financial Corporation to Issue S$500 million 4.275% Subordinated Notes Due 2034
Through Manulife Investment Management, the global brand for our Global Wealth and Asset Management segment, we serve individuals, institutions, and retirement plan members worldwide. At the end of 2023, we had more than 38,000 employees, over 98,000 agents, and thousands of distribution partners, serving
More news about: Manulife Financial Corporation
Jun 11, 2024, 11:00 ET Unlocking the Benefits of Gold IRAs with Orion Metal Exchange in 2024
full-service IRA department to assist investors with their retirement account needs. Orion Metal Exchange is a leading provider of physical precious metal investment products and offers a variety of self-directed individual retirement account programs that enable investors to own physical gold,
More news about: Orion Metal Exchange
Jun 11, 2024, 10:03 ET Cetera Welcomes $91 Million AUA Advisor to Cetera Advisor Networks
million in assets under administration** as of May 25, 2024. He focuses his practice on the protection, growth and retirement income of Fire Department of New York employees, retirees, city workers and privately held businesses.
More news about: Cetera Financial Group
Jun 11, 2024, 09:03 ET A Business Succession Boom is Coming, and One-third of Business Owners Don't View a Plan as a Priority, Edward Jones Research Finds
owners over the age of 55,1 the U.S. is facing an impending business succession boom. While many of these owners may be thinking about retirement, many of them are not fully prepared for the emotional and challenging process of selling their business. In partnership with Morning Consult
More news about: Edward Jones
Jun 11, 2024, 09:00 ET IDEA Insurance Agency Joins Integrity to Increase Insurance Accessibility in Underserved Communities
-- Integrity Marketing Group, 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
More news about: Integrity Marketing Group, LLC
Jun 11, 2024, 09:00 ET PDW Appoints General (Ret.) Raymond "Tony" Thomas III as Chairman of the Board of Directors
boasts a distinguished military career, having most recently served as the 11th Commander of the U.S. Special Operations Command (USSOCOM) until his retirement in 2019. Prior to this role, he was the Commander of the Joint Special Operations Command (JSOC). Throughout his 39 years of service in the U.S.
More news about: PDW
Jun 11, 2024, 09:00 ET Schréder has acquired Ligman Lighting USA, a leading player in the North American lighting market
positive contribution to our communities and driving sustainable initiatives. "We would like to congratulate Neil Gillies on his upcoming retirement and the phenomenal success of Ligman Lighting USA under his leadership. Together, Ligman USA
More news about: Schréder
Jun 11, 2024, 09:00 ET THE GLEN GRANT UNVEILS "THE GLASSHOUSE COLLECTION": A NEW PRESTIGE RANGE FEATURING THE OLDEST AGED SINGLE MALT SCOTCH WHISKIES IN THE PERMANENT PORTFOLIO
The launch of this new collection marks a significant milestone for The Glen Grant, as legendary Master Distiller Dennis Malcolm OBE approaches his retirement after over six decades in the Scotch whisky industry. The Glasshouse Collection will be the last whiskies to be released under Dennis' stewardship,
More news about: Campari Group
Jun 11, 2024, 07:55 ET Ed Slott's "The Retirement Savings Time Bomb Ticks Louder" Now Available for Purchase
any American with a retirement savings account. "Why pay more in taxes than absolutely necessary?" continued Slott. "As the retirement planning landscape continues to evolve, it can be difficult for Americans to stay on top of the ever-changing laws surrounding retirement and ensure they aren't
More news about: Ed Slott and Company
Jun 11, 2024, 07:30 ET FMC Corporation Board of Directors appoints Pierre Brondeau chairman and chief executive officer
to the senior management team through September 1. Brondeau was chairman and CEO of FMC from 2010 until his retirement in June 2020, and has continued to serve as chairman of the board during the last four years. He presided over a period
More news about: FMC Corporation
Jun 11, 2024, 06:00 ET Amy's Kitchen Welcomes Mel Cash as Chief Growth Officer and Elevates Leanne Molter to Chief Financial Officer
celebrates the promotion of Leanne Molter to the role of CFO, succeeding Peter Wong upon his retirement in June. Having previously served as Chief Transformation and Strategy Officer at Amy's, Leanne has been instrumental in shaping Amy's Kitchen's
More news about: Amy's Kitchen
Jun 10, 2024, 16:15 ET Brookdale Reports May 2024 Occupancy
respect, excellence, and integrity. The Company, through its affiliates, operates independent living, assisted living, memory care, and continuing care retirement communities. Through its comprehensive network, Brookdale helps to provide seniors with care, connection, and services in an environment that feels
More news about: Brookdale Senior Living Inc.
Jun 10, 2024, 16:15 ET ALAMO GROUP INC. ANNOUNCES MICHAEL A. HABERMAN PLANS TO RETIRE AS EXECUTIVE VICE PRESIDENT OF THE INDUSTRIAL EQUIPMENT DIVISION; KEVIN THOMAS APPOINTED AS SUCCESSOR
President of the Industrial Equipment Division, will retire from his current role on August 6, 2024. Upon Mr. Haberman's retirement, Kevin Thomas will succeed Mr. Haberman as Executive Vice President of the Industrial Equipment Division. Mr. Thomas
More news about: Alamo Group Inc.
Jun 10, 2024, 12:30 ET BALTIMORE ORIOLES AND T. ROWE PRICE ANNOUNCE MARQUEE SPONSORSHIP AGREEMENT WITH JERSEY PATCH
management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management of equity, fixed income,
More news about: T. Rowe Price Group
Jun 10, 2024, 10:03 ET Cetera Appoints Jerry Patterson Head of Advanced Wealth Solutions
building Cetera's retirement, life insurance and annuity offerings to help advisors provide financial security to their clients. He will lead both the Insurance and Workplace & Retirement Solutions groups at Cetera and oversee the design, development, and management of insurance and retirement products that
More news about: Cetera Financial Group