News Search Results
Oct 18, 2023, 10:00 ET Visible Foundation Launches First National Disability Wealth Management Platform
advisors, Visible National Trust is a packaged disability financial planning solution integral to implementing comprehensive wealth management and retirement plans. Establishing an individual trust account with Visible takes just a few steps. "Before Visible National Trust, families
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Oct 18, 2023, 09:30 ET myCIO Wealth Partners listed as one of Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2023
tax and estate planning, investment management and asset allocation to entrepreneurs, senior corporate executives, families, endowments, trusts and retirement plans. myCIO provides financial counseling services to more than 50 current and former Chairmen, CEOs and Presidents of S&P 500 and Fortune 500
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Oct 18, 2023, 09:30 ET MassMutual Selects Vitech's V3locity to Support PRT Business Growth
analytical insights, and transform their engagement models. Vitech employs over 1,400 professionals, serving the world's most successful insurance, retirement, and investment organizations. An innovator and visionary, Vitech's market leadership has been recognized by industry experts, including Gartner,
More news about: Vitech Systems Group
Oct 18, 2023, 09:00 ET Firstrade to Begin Offering Fractional Share Trading in December
options and mutual funds, complemented by a selection of fixed income products. Alongside its diverse product line, Firstrade provides no-fee IRA retirement services and advanced tools, empowering self-directed investors to confidently navigate their financial future. Firstrade is a registered member
More news about: FIRSTRADE SECURITIES INC.
Oct 18, 2023, 08:55 ET According to isolved's Third-Annual Voice of the Workforce Research Study, 90% of Employees Say Their Experience at Work Directly Impacts Customer Experience
paycheck-to-paycheck and 85% revealing inflation has impacted their spending habits like saving less (54%), dipping into their savings (45%) and dipping into retirement (41%). For these reasons and others, half of FTEs surveyed would like their employers to offer on-demand pay to give them access to wages as they
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Oct 18, 2023, 08:00 ET HUB INTERNATIONAL OFFERS PROFESSIONAL LIABILITY INSURANCE FOR INDEPENDENT PHYSICIANS
Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 17,000 employees in offices located throughout North America,
More news about: Hub International Limited
Oct 18, 2023, 06:55 ET Stepan Reports Third Quarter Results
a $4.1 million after-tax restructuring reserve, associated with the Company's previously announced voluntary early retirement program, in the third quarter of 2023. In addition, the Company is expanding its cost reduction activities and expects to realize $50.0
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Oct 18, 2023, 06:00 ET CoastalOne Completes Transition of Nine Advisors from North Texas Representing Over $500 Million in Client Assets
including the team at Lone Star Wealth Advisors, who specialize in developing retirement planning strategies that leverage alternative investment solutions that seek to grow clients' portfolios and supplement their retirement incomes. Other advisors recruited include Thomas Schultz
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Oct 17, 2023, 21:30 ET Eco-Friendly and Electric Vehicle Demand Propel China's Friction Products Market with 9.3% CAGR, U.S. Valued at $5.6 Billion in 2022: Market Trends Unveiled
2023, 2025 and 2027Aging Vehicle Fleet Drives Opportunities in the AftermarketWith Several Governments Imposing 15 Years as the Retirement Age for Vehicles, the Growing Age of Vehicles is Poised to Benefit Demand for Replacements Parts: Average Age of Cars & Light Trucks in
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Oct 17, 2023, 16:03 ET GOVERNOR HOCHUL ANNOUNCES PARTNERSHIP WITH CODE FOR AMERICA AND IRS ON FIRST-OF-ITS-KIND TOOL TO HELP NEW YORKERS FILE TAXES DIRECTLY FOR FREE
enter their information about these tax provisions: Income Reporting: W-2 wage income, Social Security and railroad retirement income, Unemployment compensation, Interest of $1,500 or lessCredits: Earned Income Tax Credit, Child
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Oct 17, 2023, 13:31 ET Financial Resources Group Sponsors Financial Literacy Classroom Program Designed to Spark the Interest of High School Girls into Careers of Finance
and grow thriving practices. LPL Financial enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. Securities and advisory services offered through LPL Financial, a Registered
More news about: Financial Resources Group Investment Services
Oct 17, 2023, 12:35 ET Forman School Appoints New Head of School
next Head of School. Amy Clemons will begin her tenure on July 1, 2024, following the retirement of Adam K. Man. Amy will become Forman's tenth Head of School and the first woman to serve the role. "I am
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Oct 17, 2023, 12:04 ET CORNERSTONE BANCORP, INC. QUARTERLY REPORT - SEPTEMBER 30, 2023
associations. For individuals and families, wealth management services are offered, including investment management, trust and custody services, retirement plans, and estate and guardianship administration. Headquartered in Palatine, Illinois, Cornerstone maintains
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Oct 17, 2023, 11:07 ET Lost in Transition: Many Unsure About Managing Retirement Income
they can manage their own investments throughout retirement.Retirement Income Planning Having a formal, written retirement plan helps boost retirement confidence. Of those who have a formal, written retirement plan, over half (51%) are either very or extremely
More news about: Western & Southern Financial Group
Oct 17, 2023, 10:00 ET CAE launches new business aircraft Master Technician Program
President, Business Aviation and Helicopter Training. "As a large proportion of the existing aircraft maintenance technician population approaches retirement age, the Master Technician Program addresses the challenge of developing the next generation of professionals and ensuring they have the skills and
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Oct 17, 2023, 09:49 ET Linscomb & Williams Announces Updates to the Expanding Wealth Management Team
equipment financing, correspondent banking, SBA lending, foreign exchange, wealth management, investment and trust services, financial planning, retirement plan management, and personal and business insurance. Cadence is committed to a culture of respect, diversity, inclusion and belonging in both its
More news about: Cadence Bank and Linscomb & Williams
Oct 17, 2023, 09:00 ET Integrity Partners with the American Academy of Estate Planning Attorneys to Bring Comprehensive Holistic Planning to Americans
/PRNewswire/ -- Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced a groundbreaking partnership with the American Academy of Estate Planning Attorneys ("Academy") that will revolutionize
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Oct 17, 2023, 08:30 ET Meyer Capital Group Marks 60th Anniversary Milestone
website. About Hightower Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's
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Oct 17, 2023, 08:30 ET ETQ and Augmentir Launch the Industry's First Connected Quality Solution - the ETQ Reliance Connected Worker Solution Extends Quality Management to the Factory Floor
face many challenges as they navigate transformation initiatives, coupled with workforce challenges such as worker shortages, the impending 'great retirement' of the aging workforce and the rise of the digital native," said James Wells, Research Analyst, LNS Research. "These
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Oct 17, 2023, 08:00 ET Pocketnest Deploys AI to Simplify Financial Planning
generation of financial planning: the first-ever fintech platform that's both powered by AI and covers all areas of financial wellness, from budget and retirement savings to estate and tax planning. "AI is a definite game-changer across industries, brands, and products and will only improve Pocketnest's
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Oct 17, 2023, 08:00 ET Deloitte ranks Sentry No. 14 among Wisconsin's most successful private companies
ambest.com/ratings/guide.pdf for rating information. Sentry and its subsidiaries sell property and casualty insurance, life insurance, annuities, and retirement programs for business and individuals throughout the country. Headquartered in Stevens Point, Wisconsin, Sentry
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Oct 17, 2023, 08:00 ET Labaton Sucharow LLP and Motley Rice LLC Announce Proposed Class Action Settlement Involving Purchasers of the Publicly Traded Common Stock of Alexion Pharmaceuticals, Inc.
BOSTON RETIREMENT SYSTEM,Individually and On Behalf of All OthersSimilarly
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Oct 17, 2023, 07:55 ET Stokes Family Office Named to Top RIA List by Forbes/SHOOK Research
in the New Orleans area for over 35 years. As a fiduciary, the firm is committed to providing wealth management, retirement planning, family office, and other financial services that are in the best interest of its clients. The team approaches the complexities of wealth
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Oct 17, 2023, 07:45 ET Mercer Advisors Acquires Kingfisher Capital, LLC
management and financial planning firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer
More news about: Mercer Global Advisors Inc.
Oct 17, 2023, 06:30 ET Choice Hotels Proposes to Acquire Wyndham Hotels & Resorts for $90.00 per Share in Cash-and-Stock Transaction
cost amortization, other (gains) and losses, equity in net income (loss) of unconsolidated affiliates, markto-market adjustments on non-qualified retirement plan investments, share based compensation expense (benefit) and surplus or deficits generated by reimbursable revenue from franchised and managed
More news about: Choice Hotels International, Inc.