Paola Peralta is an associate editor at Employee Benefit News. Her work covers DEI, workplace technology trends, Gen Z and workplace culture. She was previously a freelance reporter with Financial Planning, where she focused on workplace culture and diversity. Paola graduated with a bachelor's degree in journalism and political science from the University of Central Florida in Orlando.
-
The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.
November 11 -
Sixty-six SEC whistleblowers were awarded $387 million for a “job well done,” according to the commission's whistleblower attorney Stephen Kohn.
November 11 -
The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.
November 7 -
Advisors keep fleeing the wirehouses but given a fair deal, established RIAs make a good landing pad, observers say.
November 7 -
Researchers blame the immaturity of the system and poor choices made by those planning to retire.
November 6 -
The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.
November 5 -
Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.
November 4 -
Two of the new hires have more than 20 years of industry experience each.
November 4 -
The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.
November 4 -
Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.
October 31 -
It’s the sixth team to join JPMorgan Chase’s boutique brokerage in 2019.
October 31 -
Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.
October 30 -
Although the elderly often lose the most from scams, younger clients are more likely to fall victim, according to a report.
October 29 -
While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.
October 28 -
More than 400 advisors joined regional BDs last year, according to hiring announcements and BrokerCheck data.
October 28 -
The departures include a team that managed $380 million.
October 25 -
Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.
October 25 -
Female-founded startups receive less that 3% of all global funding, a report found.
October 25 -
A successful financial plan is contingent on the success of the whole family, according to an expert.
October 24 -
Around 40% blame their lack of preparation on housing costs, according to a report from TD Ameritrade.
October 23
Load More