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.
-
Clients are advised place a deeper focus on their life goals when developing a strategy to retire.
September 16 -
If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.
September 12 -
The new recruits include a father-and-son duo in Orlando.
September 12 -
Hiring choices are having a ripple effect on compensation.
September 12 -
Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.
September 11 -
The independent broker-dealer has launched subsidiary Bluespring Wealth Partners, which promptly snapped up two practices with $550 million in client assets.
September 11 -
To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.
September 10 -
Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.
September 4 -
To make the most of their savings, workers should start funding their accounts as early as possible.
August 30 -
Internal hire Chuck Hastings will make the move from the firm's asset management division.
August 30 -
Do your clients have their ducks in a row?
August 29 -
“The big issue here is being able to maintain your standard of living,” an expert says.
August 28 -
The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.
August 27 -
Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.
August 27 -
The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.
August 26 -
The aggregator’s $300 billion-plus institutional retirement business is an advantage in a competitive market.
August 26 -
Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.
August 23 -
Many pin the blame on stagnant or dwindling income, according to a new survey.
August 22 -
Aside from cutting spending and contributing to a Roth account, investors are also advised to sock away at least 10% of their annual earnings.
August 21 -
These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.
August 20
Load More