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Apr 10, 2025, 13:27 ET PenFed Credit Union and EVERFI Host Fifth Financial Literacy Event at Juana Diaz Public High School as Part of "Tu Dinero, Tu Sueño" Program
life. The program teaches students about savings and checking, building and maintaining healthy credit, planning for major purchases, investing and retirement, and funding higher education. PenFed leaders, including PenFed financial center managers, wealth managers, and mortgage managers participated
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Apr 10, 2025, 10:40 ET SHAREHOLDER REMINDER: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Intellia Therapeutics
approximately $8 million in the first quarter of 2025 in connection with the restructuring. Intellia further announced the retirement of its Chief Scientific Officer, Laura Sepp-Lorenzino, Ph.D. On this news, Intellia's stock price fell
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Apr 10, 2025, 09:30 ET Staying Relevant in a Rapidly Changing Environment
- Navigating disruption across wealth, trust, and technology. The time to evolve your strategy is now.Assets will continue to move from retirement plans to wealth, between spouses and generations, making client acquisition and retention the greatest challenge for wealth managers. Wealth Trust
More news about: Fi-Tek LLC
Apr 10, 2025, 09:00 ET Lenox Advisors Promotes Gabe Schulman to Partner and Michael Girasole to Managing Director
consultative advisors and problem solvers helping companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. We are more than 8,000 colleagues in the US, Puerto Rico, Canada, UK and Ireland serving a diversity
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Apr 10, 2025, 08:44 ET Extended Care Facilities May Get Much Better With New Tool
situation, not only for nursing and memory residents, but for the families, nursing staff, and the companies that run those facilities. Using his retirement savings, he developed a solution to make a positive impact and aims to distribute it , at no cost, to 100 facilities throughout the
More news about: Proven Care LLC
Apr 10, 2025, 08:30 ET T. ROWE PRICE GROUP REPORTS PRELIMINARY MONTH-END ASSETS UNDER MANAGEMENT FOR MARCH 2025
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,
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Apr 10, 2025, 08:10 ET Manulife Appoints Stephanie Fadous Chief Actuary
groups and businesses. Through Manulife Wealth & Asset Management, we offer global investment, financial advice, and retirement plan services to individuals, institutions, and retirement plan members worldwide. At the end of 2024, we had more than 37,000 employees, over 109,000 agents, and thousands of
More news about: Manulife Financial Corporation
Apr 09, 2025, 15:24 ET REPUBLIC CAPITAL GROUP ADVISES CONSTELLATION WEALTH ADVISORS ON THE DIVESTITURE OF ITS PROFESSIONAL ATHLETE BUSINESS
$29.0 billion in assets under management and $3.2 billion in assets under advisement, including retirement plans and other accounts advised but not actively managed by MAI. In 2021, Galway Holdings acquired a majority stake in MAI to fuel the
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Apr 09, 2025, 14:40 ET Liberty Mutual Insurance Elects Timothy M. Sweeney Chairman; David H. Long to Retire
2011 and Chairman in 2013. Sweeney was appointed President and Chief Executive Officer in January 2023 upon Long's retirement as Chief Executive Officer. "David's tenure has been defined by his unwavering commitment to excellence and the well-being of our employees.
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Apr 09, 2025, 13:04 ET Michelle Anthony MS, CDFS®, AIF®, Launches New Podcast for Financial Analysis
Financial Revamp" brings a fresh perspective to planning for retirement. TUSCON, Ariz., April 9, 2025 /PRNewswire/ -- Planning for retirement requires attention, focus, and a penchant for detail.
More news about: Modern Wealth Management
Apr 09, 2025, 12:40 ET Preparing Today's Leaders to be Future-Ready, T.D. Jakes' International Leadership Summit to Feature Globally Recognized Innovators, Entrepreneurs, Spiritual and Business Leaders
the building of Hope House, a 10,000-seat community and worship center on the South Side of Chicago and, upon his retirement from pastoral ministry in 2023, became CEO of the Hope Center Foundation, a nonprofit that helps residents of the urban Chicago
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Apr 09, 2025, 11:00 ET Renowned Atlanta Plastic Surgeon Dr. Mark Mitchell Jones Announces Retirement After Decades of Excellence in Reconstructive Plastic and Cosmetic Surgery
Jones, a renowned double board-certified plastic and reconstructive surgeon in Atlanta, has announced his retirement, with his office closing on May 30, 2025. Patients may retrieve their medical records until May
More news about: Atlanta Plastic Surgery Specialists
Apr 09, 2025, 11:00 ET Activated Insights® Increases Its Impact on the Senior Care Market Through Strategic WeCare Connect™ Acquisition
solutions for long-term and post-acute care providers. WeCare Connect currently serves more than 1,300 facilities, with a strong focus on Continuing Care Retirement Communities and not-for-profit senior care organizations, making it a highly complementary addition to the Activated Insights product suite.
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Apr 09, 2025, 09:00 ET John Hancock Investment Management and John Hancock Retirement Evolve Brands to Reflect Broader Capabilities of Manulife's Global Wealth and Asset Management Platform
the United States. Effective today, John Hancock Investment Management and John Hancock Retirement will transition to Manulife John Hancock Investments and Manulife John Hancock Retirement, respectively. The strategic alignment of these brands, which have been part of Manulife for more than
More news about: Manulife Wealth & Asset Management
Apr 09, 2025, 09:00 ET Finseca: From Refund to Results: Smart Strategies for 2025 and Beyond
Invest in Your Future. A tax refund is a great opportunity to boost your retirement savings. Contributing to your employer-sponsored 401(k)—especially if they offer a match—or funding an Individual Retirement Account (IRA) can provide long-term stability and valuable tax advantages. Secure
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Apr 09, 2025, 09:00 ET Bank of South Carolina Corporation Announces Management Succession Plan
December 31, 2025. Mr. Sass will continue to serve on the Board of Directors of both the Company and the Bank after his retirement and will also continue to perform commercial lending and business development activities for the Bank. The Board of Directors of the Company and
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Apr 09, 2025, 09:00 ET Envestnet Elevate 2025 Underway in Las Vegas, Showcasing the WealthTech and Solutions Driving Advisor Growth
speed and engagement of the financial planning process, which include a visual family tree for discovery, expanded tax planning capabilities, a new retirement living analysis, and scenario builders for the cash flow engine. "A key focus has been developing advanced income planning tools to help advisors
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Apr 09, 2025, 07:00 ET T. Rowe Price Renews Transfer Agent Relationship with SS&C
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,
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Apr 09, 2025, 05:55 ET FRIDAY INVESTOR DEADLINE: ICON PLC Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
ICON's top executive officers with violations of the Securities Exchange Act of 1934. A subsequently filed complaint is captioned Police and Fire Retirement System of the City of Detroit v. ICON plc, No. 25-cv-01807 (E.D.N.Y.).
More news about: Robbins Geller Rudman & Dowd LLP
Apr 08, 2025, 17:48 ET The Inner Circle acknowledges, Fred Pakshir as a 2025 Pinnacle Professional Member Inner Circle of Excellence
Mr. Pakshir envisions stabilizing Encore Automotive Inc. before transitioning leadership responsibilities to a capable partner or successor. After retirement, he plans to share his experiences and insights by writing a memoir, further contributing to the automotive community and inspiring future leaders.
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Apr 08, 2025, 16:15 ET Brookdale Reports March 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,
More news about: Brookdale Senior Living Inc.
Apr 08, 2025, 16:04 ET Groom Law Group Welcomes Lee Antone as Principal, Expanding its Retirement and Fiduciary Practice
institutions, retirement services providers, and the public sector. Since our founding in the wake of ERISA's passage, Groom's rapid response to shifts in the laws that impact employee benefits, retirement and health care has been our calling card. With nearly 100 attorneys, Groom's benefits, retirement services
More news about: Groom Law Group, Chartered
Apr 08, 2025, 11:27 ET Black Dragon Capital℠ Confirms Partnership Focused on Innovative Fintech Solutions with SchoolsFirst Federal Credit Union
UnionAs the leading third-party administrator of retirement plans for school employees, SchoolsFirst Plan Administration, LLC has served the educational community for more than 40 years. SchoolsFirst Plan Administration provides retirement plan services for 403(b), Roth 403(b), 457(b), Roth 457(b)
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Apr 08, 2025, 11:17 ET Heffernan Financial Services expands its Northwest presence with the hiring of Kyle Russell as Assistant Vice President
Heffernan Retirement Services believes that all employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Retirement Services
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Apr 08, 2025, 11:13 ET Local Georgia Power crews recognized with Emergency Response Award during Lineworker Appreciation Month
education for seasoned employees to help them remain at the forefront of industry advancements; competitive compensation; and health, welfare and retirement benefits. The company works with technical colleges around the state to recruit, train and help connect new, talented team members with employment
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