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Dec 09, 2025, 13:32 ET Creative Planning Acquires Marshall Financial Group, Grows AUM by $900 Million
PlanningCreative Planning, LLC is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning
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Dec 09, 2025, 13:00 ET Emmanuelle Migneault to succeed Maryse Fernet as Chief Human Resources Officer of Cascades
Resources Officer. She will assume her new duties as of January 5, 2026. She will succeed Maryse Fernet, who will be leaving on her well-deserved retirement in February 2026, after more than 38 years with Cascades—including 18 as the helm of Human Resources.
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Dec 09, 2025, 10:00 ET Institute Study Finds Solution to Annuity Adoption Gap: How Integrating Lifetime Income Options to Retirement Plans Transforms Retiree Behavior
Chile's integrated frameworks offer blueprint for U.S. retirement security reformNEW YORK, Dec. 9, 2025 /PRNewswire/ -- A new report from TIAA Institute examining retirement systems across 11 countries finds that Switzerland
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Dec 09, 2025, 10:00 ET Integrity's Proprietary Technology Platform Bolsters The Katz Agency's Commitment to Agent Success
2025 /PRNewswire/ -- Integrity, 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
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Dec 09, 2025, 09:40 ET ARCO Design/Build Announces Retirement of CEO Rob Steigerwald and President Jake Stefan; Names Nick Hasapes and Joe Matthews as Co-CEOs
multimedia:https://www.prnewswire.com/news-releases/arco-designbuild-announces-retirement-of-ceo-rob-steigerwald-and-president-jake-stefan-names-nick-hasapes-and-joe-matthews-as-co-ceos-302636720.htmlSOURCE
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Dec 09, 2025, 09:30 ET Guardian introduces two new Crediting Strategies to Guardian MarketPerform®, designed to enhance clients' financial wellness
prepare for retirement. For those nearing retirement, RILAs can also be less risky than traditional equity investments."Confidence in retirement means knowing your money has a level of protection, no matter the economic conditions," said Erin Culek, Head of Financial Protection and Retirement Solutions
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Dec 09, 2025, 09:30 ET Integris Secures CMMC Level 2 Certification to Accelerate Client Compliance and DoD Readiness
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 integrisit.com.
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Dec 09, 2025, 09:30 ET Warren Street Wealth Advisors Deepens Fiduciary Commitment with Launch of Warren Street Global Equity ETF (WSGE)
delivering sophisticated, research-driven investment management strategies as part of its comprehensive suite of client services, which includes retirement planning, investment management, and tax planning & preparation. As fiduciaries, Warren Street Wealth Advisors' primary purpose is to act
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Dec 09, 2025, 09:00 ET NFP Appoints Caleb Noel to Serve as Chief Financial Officer
and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
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Dec 09, 2025, 08:48 ET The Millionaire Myth: Why "Buy Term & Invest the Difference" Fails 97% of Retirees
difference" (BTID). Promoted for decades as the smart retirement strategy, BTID and traditional 401(k) plans rarely deliver the promised millionaire outcome. Amen cites industry data showing that only 3.2% of retirees ever reach $1 million in their retirement accounts. That means 97 out of 100 people fall
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Dec 09, 2025, 07:00 ET Saviynt Raises $700M at Approximately $3B Valuation in KKR-Led Round to Establish Identity Security as the Foundation for the AI Era
funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities
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Dec 08, 2025, 18:20 ET The Inner Circle acknowledges, James W. Edlund, MD as a Pinnacle Lifetime Member
the Society of Advanced Wound Care, Dr. Edlund previously held dual board certifications in general surgery and colon and rectal surgery before his retirement from surgical practice. His extensive experience as a colon and rectal surgeon continues to inform his approach to wound care and patient management.A
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Dec 08, 2025, 16:15 ET Brookdale Reports November 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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Dec 08, 2025, 15:34 ET 360 Financial Celebrates 30 Years as Fiduciary, Award-Winning Wealth Management Firm in Minnesota
legacy plans.A key differentiator is the firm's proprietary LifeWealth process —a comprehensive approach that integrates investment management, retirement planning, tax coordination, risk management, and estate strategies into one cohesive plan aligned with each client's purpose and values.Through
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Dec 08, 2025, 14:58 ET Florida HVAC Testing Leader Performance Air Balancing Transitions to New Ownership
simple philosophy "we go where we're needed," the company has become synonymous with reliability and precision.As the Works began planning for retirement, they sought a buyer who shared their values and dedication to quality, professionalism, and the well-being of their employees. They found that alignment
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Dec 08, 2025, 12:02 ET Shaw-Ross International Importers Announces Retirement of Bruce Hunter, Managing Director
International Importers (Shaw-Ross), one of the nation's leading importers representing prestigious suppliers from around the world, today announced the retirement of Bruce Hunter, Managing Director, effective December 31, 2025. After nearly three decades with Shaw-Ross and more than 50 years in the global wine
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Dec 08, 2025, 11:46 ET Sage introduces skilled nursing solution to Sage Core, expanding its unified platform across all levels of senior care
compared to legacy systems.Communities using Skilled are already reporting measurable impact in controlled early deployments. One continuing care retirement community and skilled nursing rehabilitation center has sustained sub–four-minute response times and reduced 30-day re-hospitalizations year over
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Dec 08, 2025, 10:12 ET Fortune 500 Sales Exec Michael Young Joins Ty J. Young Wealth Management as Vice President of Business Development
in assets under management and serving more than 7,000 clients across the nation, the firm is renowned for its expertise in investment management, retirement planning, and insurance. Ty Young and the firm's strategists are frequently sought after for their insights, appearing in prominent media outlets
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Dec 08, 2025, 10:00 ET Gen X Underestimated Retirement. Now, They're Not Sure They Can Catch Up
they're behind in their planning and are fighting to catch up with their retirement savings. After realizing retirement was nearing, 40% of Gen X investors cut discretionary spending, 34% increased their contributions to retirement accounts, 23% sought out professional financial advice and 19% shifted
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Dec 08, 2025, 10:00 ET Splitero, Funds Managed by Blue Owl, and Antarctica Capital Close $283.3 Million Home Equity Investment Inaugural Securitization
and private markets. Founded in 2013, Antarctica currently has over $8.3 billion in assets under management. Our insurance holdings offer wealth, retirement and reinsurance solutions to businesses and individuals. Our asset management platforms are focused on credit and structured investment products
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Dec 08, 2025, 09:15 ET NexAnnuity Announces the Launch of NexCompounder Fixed Index Annuity--A Modern Solution Designed to Assist with Retirement Savings
continues its tradition of delivering modern retirement solutions. The NexCompounder FIA reflects the company's commitment to providing products that adapt to changing financial landscapes and client needs.About NexAnnuityNexAnnuity is a retirement solutions business based in Dallas, Texas
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Dec 08, 2025, 09:11 ET Neuberger Hires Steven Meier as Vice Chair
Asset Management, overseeing over $300 billion of assets across the five pension funds of the New York City retirement system and prior to that, he was the interim CIO for the Connecticut Retirement Plans & Trust Fund Management. In the private sector, Mr. Meier served as the Chief Investment Officer
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Dec 08, 2025, 09:10 ET T. ROWE PRICE'S INAUGURAL GLOBAL RETIREMENT SURVEY FINDS ONE-THIRD OF SAVERS EXPECT TO WORK IN RETIREMENT
Global Retirement Savers Study, revealing that nearly 34% of retirement savers worldwide expect to work at least part-time after retiring. This expectation is most pronounced in the United States, where 37% of respondents anticipate working in retirement. This trend of "unretiring"
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Dec 08, 2025, 09:01 ET RBC Global Asset Management Named Best Place to Work in the U.S. for Third Consecutive Year
defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Learn
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Dec 08, 2025, 09:00 ET BofA Launches Enhanced Workplace Benefits Solutions for Business Owners and Their Employees
Pooled Employer Plan (PEP) enables a group of business owners to form a shared retirement plan, reducing administrative burden. The PEP also offers flexible plan design features, allowing employers to tailor a retirement plan to their unique business goals and employee needs.Small Business
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