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 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
