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.
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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 -
Those planning to head back to the workforce are advised to set boundaries at their new jobs and continue doing the things they enjoy in retirement.
October 22 -
The latest move is part of the regional broker-dealer’s western expansion, including teams in Colorado, Arizona and Oregon.
October 22 -
“Building and adhering to a budget that accounts for these types of expenses will create long-term security in retirement,” a CFP says.
October 21 -
When searching for the right plan, it is important that retirees assume their health will one day change.
October 18 -
New recruits hailed from firms including Wells Fargo, Merrill Lynch and Raymond James.
October 17 -
Retirees often only take distributions when they are forced to do so because of the IRS’ RMD rules, an expert says.
October 16 -
Independent investment platforms are projected to lose market share to larger entrants, according to industry data.
October 16 -
Cases often go unreported because many times seniors are too embarrassed.
October 15 -
Keeping their money invested for a longer period enacts the power of compounded interest growth.
October 11 -
Clients are advised to have an emergency fund, create a monthly budget and repay their high interest debt.
October 10
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