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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They “need to be thinking about guaranteed income streams” because there’s “not a lot of time for recovery,” an expert writes.
November 15 -
Dynasty launched a pop-up store to "cut the stress out and alleviate the headache" for advisors.
November 15 -
In some cases, clients are advised to pay off their debt instead of putting money aside to retire.
November 14 -
Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.
November 13 -
Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.
November 12 -
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
