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 $1.8 billion deal is expected to close in mid-2020.
December 10 -
It was Ray Jay’s tech and in-house marketing agency that initially appealed to the team.
December 10 -
Those in the workforce will not owe taxes on rollovers to traditional retirement accounts, but will face consequences using the strategy with a Roth.
December 9 -
It has been a banner year for regional BDs as more than 400 planners joined the fold, according to hiring data analyzed by On Wall Street.
December 9 -
Of all the end-of-year financial faults affecting workers, this one could cause them to end up working longer than they had intended.
December 6 -
Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.
December 5 -
The firm has the edge in “unaided awareness”— a crucial metric in understanding a firm’s significance to the lives of potential clients.
December 5 -
Vesting schedules applies to the type of money, not on the exact amount that was deposited, according to an expert.
December 4 -
Helping clients develop a solid investment strategy is an important step to help them survive market volatility.
December 3 -
Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.
December 2
