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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Ladenburg Thalmann's largest firm has added at least five teams in the wake of recent acquisitions by rivals.
August 1 -
“Do yourself a favor and start saving early,” an expert says.
July 31 -
“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.
July 29 -
Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.
July 26 -
For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.
July 25 -
The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.
July 25 -
The bank is taking a cue from FANGs and using data to personalize clients’ experience.
July 24 -
Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.
July 23 -
Borrowing against a 401(k) plan or taking an IRA withdrawal can work under the right circumstances.
July 22 -
The practice made the move as reps say they're more likely to breakaway now than at the end of 2018.
July 22
