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Sep 18, 2024, 09:28 ET Highstreet Insurance Partners Acquires Florida based Mitchell Agency, Inc.
Traverse City, Michigan-based company provides a broad array of business insurance, employee benefits, personal insurance, retirement services, and specialty risk solutions delivered through community focused agencies. Backed by the deep local expertise of its partners and extensive
More news about: High Street Insurance Partners Inc.
Sep 18, 2024, 09:15 ET Transamerica Simplifies Final Expense Insurance for Consumers and Agents
and retirement company, with unique access to the large and growing middle market consumer via World Financial Group and US retirement recordkeeping. Transamerica provides a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans,
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Sep 18, 2024, 09:00 ET Middle-Income Consumers Less Likely to Acknowledge and Plan for Long-Term Care Needs
to engage in product purchases or make financial investments to prepare for LTC needs—such as buying long-term care insurance (LTCI) or increasing retirement savings." Middle-income consumers are less familiar with LTCI and less likely to meet with insurance agents to discuss options. They are more
More news about: Certification For Long-Term Care (CLTC)
Sep 18, 2024, 09:00 ET Workday Announces Workday Wellness, A New AI-Powered Solution to Help Companies Deliver More Personalized Health Benefits
understand how employees feel about their wellness offerings in real-time. For example, it can show if employees want child care assistance, early retirement options, more mental health or dental selections, better paid leave programs, and more. This helps companies create and invest in wellness programs
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Sep 18, 2024, 09:00 ET ThinkAdvisor Announces Finalists for the 2024 Luminaries Awards
broadened its scope to encompass additional industry segments, including expanded recognition for financial service providers such as insurance and retirement product firms and family offices. Support services sectors—including charitable giving, compliance, marketing/PR firms, recruitment firms, and research
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Sep 18, 2024, 08:34 ET The National Military Spouse Network Career Summit Set for September 23-26
will bring actionable career and employment information to attendees. They'll also offer tips on life/work balance for milspouses plus pointers on retirement and transitioning out of active duty. The virtual sessions will be streamed on the NMSN website while an in-person panel and networking event will
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Sep 18, 2024, 08:00 ET Daniel Galli, CFP®, Elected 2025 President-elect of the Financial Planning Association
years." A former public school teacher who began his career in financial services over 30 years ago, Galli's financial planning practice focuses on retirement planning for professionals, small business owners, teachers, and others. He has used his teaching background to support the next generation as an
More news about: Financial Planning Association
Sep 18, 2024, 06:00 ET i-80 Gold Appoints Richard Young Chief Executive Officer
been appointed as Chief Executive Officer and a director effective immediately, succeeding Ewan Downie following his retirement as CEO.
More news about: i-80 Gold Corp
Sep 17, 2024, 16:10 ET Adam & Eve Names Lewis Broadnax New President
A graduate of Duke University and resident of Durham, Broadnax' new role follows the retirement of former PHE, Inc. President David Groves. Groves will remain on the Board until December
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Sep 17, 2024, 16:05 ET Synchrony Names Dan Colao to Board of Directors
regulatory landscape." Mr. Colao most recently served as the Chief Financial Officer and Executive Advisor of GE Capital from 2017 until his retirement in June 2021. In this role, he was integral in the strategic repositioning of GE Capital, including the execution of multiple transactions to improve
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Sep 17, 2024, 15:00 ET Olympus Rises to the Top and Sells Rise Baking Company
Olympus manages in excess of $10 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
Sep 17, 2024, 13:04 ET NBA Legend Kenny Smith Joins Season 3 of Emmy® Nominated Series Harlem Globetrotters: Play It Forward as New Host
Globetrotters shooting competition at halftime of the Knicks game. Twenty years later, I participated as the GM for the Washington Generals. Shortly after retirement, I hosted Globetrotters tryouts in Houston for the team. Now I have the pleasure of narrating this compelling and
More news about: Hearst Media Production Group, LLC
Sep 17, 2024, 10:00 ET Kalsi Insurance Agency and Integrity Partner to Offer Robust Insurance Solutions to 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
Sep 17, 2024, 10:00 ET GHX and AHVAP Survey Identifies Trends in Healthcare Value Analysis
potential knowledge drain within the HVA workforce. With nearly 20% of HVA professionals possessing over 16 years of experience and many approaching retirement, this knowledge drain could create a significant experience gap. Nearly a third (29.69%) of respondents have 0-3 years of experience in the field,
More news about: Global Healthcare Exchange (GHX)
Sep 17, 2024, 09:52 ET T. ROWE PRICE STUDY FINDS RETIREMENT INCOME AND PERSONALIZATION ARE TOP OF MIND FOR CONSULTANTS AND ADVISORS
taking a stance on retirement income. In 2021, consultants and advisors described greater than half (59%) of their DC plan sponsor clients as not having a stated opinion on retirement income. In 2024, this same figure declined to 19%. While not all plan sponsors are prioritizing retirement income, they are
More news about: T. Rowe Price Group
Sep 17, 2024, 09:00 ET As Massive Labor Shortage Looms, Lightcast's New "Demographic Drought" Report Can Help Companies Weather the Storm
new report, "The Rising Storm: Building a Future-Ready Workforce to Withstand the Looming Labor Shortage," shows how the deluge of Baby Boomers' retirement, plummeting childbirth rates, and historically low labor force participation will compound to create a deficit of six million workers by 2032. With
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Sep 17, 2024, 09:00 ET World Financial Group Highlights Importance of Financial Preparedness During Life Insurance Awareness Month
anxious about their current financial situation and just 14% feel strained.46% of U.S. respondents aim to be financially secure in retirement. Financial aspirations are deeply personal and tied to family life, ambitions, and values. Survey findings indicated
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Sep 17, 2024, 09:00 ET Datalign Advisory Doubles Referred Asset Volume in First Half of 2024 to $27.84 Billion
current finances, future goals and preferences, and RIAs bid on leads based on specific parameters such as AUM targets, location, age range, time to retirement or specialty services. RIAs can control the volume and pace of leads coming in, and Datalign's AI-enhanced data validation flags low-intent triggers
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Sep 17, 2024, 09:00 ET Vanguard Unveils Data from Investor Choice Proxy Voting Pilot
Vanguard Founded 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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Sep 17, 2024, 08:57 ET FinFit Partners with Sunny Day Fund to Add Emergency Savings Accounts to Its Financial Wellness Platform
ends meet.Debt consolidation loan. Employees can pay down debt at a lower rate, or avoid high-cost payday loans or borrowing from retirement savings. They can also choose to "plus-up" their loan repayment to add to their Emergency Savings Account while they are repaying their loan, or
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Sep 17, 2024, 08:30 ET PSEG Executive Vice President and General Counsel Tamara L. Linde to Retire in 2025
Vice President and General Counsel, effective September 16, 2024, and will continue to report to Linde until Linde's retirement. In support of a smooth transition of leadership, Linde will shift to the role of Executive Vice President and Chief Legal Officer, effective
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Sep 17, 2024, 08:00 ET Eight in 10 Americans worry about the impact of the election on their retirement plan
they have "done everything right" to prepare for retirement—and even fewer working adults (35%) think they have met or are on track to meet their retirement goals. Three in five Americans (61%) have concerns about running out of money during retirement. Most U.S. adults are leaving valuable, comprehensive
More news about: Wealth Enhancement
Sep 17, 2024, 08:00 ET MorningStar Senior Living Prioritizes Resident Experience Excellence, Expands Technology Partnership with LifeLoop
MorningStar Senior Living, an integrated developer, owner, and operator of premier retirement communities, announced its portfolio-wide expansion of
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Sep 17, 2024, 08:00 ET Noble Hires Áine Cronin as Vice President of Investor Relations
management firms, and insurance companies, Noble's endeavors help to preserve and grow our limited partners' capital, which assists in providing retirement benefits for our country's teachers, law enforcement, firefighters, other pensioners, and financial resources for students to attend college. For
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Sep 17, 2024, 08:00 ET The Entrust Group Announces Key Leadership Appointments
reflect Entrust's commitment to innovation, continuous improvement, and the enhancement of our products and services for the entire self-directed retirement plan community." For more information about The Entrust Group's leadership team, please
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