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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The regional broker-dealer is coming off a big recruiting year.
February 10 -
Retirees can reverse their claiming decision, but not without considering one important caveat.
February 10 -
Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.
February 7 -
Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.
February 6 -
Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.
February 5 -
Advisors can use the information to build custom, values-based portfolios for their clients.
February 5 -
While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.
February 4 -
"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.
February 3 -
The regional broker-dealer has long been among the industry’s most aggressive recruiters.
February 3 -
The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.
February 3
