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 regulator is seeking feedback on whether the current requirements that restrict the use of potentially misleading fund names are effective.
April 2 -
Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.
April 1 -
By extending their working years, seniors can see an increase in their Social Security payouts.
March 31 -
Working from home doesn’t have to mean all work all the time.
March 31 -
Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.
March 30 -
In some cases, workers who have received severance pay have the option of investing the money for retirement and other long-term goals.
March 26 -
Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.
March 25 -
“[By extending the tax deadline], they automatically extended the deadline to make an IRA contribution last year,” an expert says.
March 24 -
Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.
March 24 -
Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.
March 23 -
Market plunges are normal and stocks are likely to recover and earn a positive return over the long term, says an expert.
March 20 -
“I don’t think the volatility will be over until we’re finished with this virus,” one RIA says.
March 19 -
Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.
March 19 -
“Having retirement assets in both traditional and Roth accounts can help clients hedge their tax bets for retirement,” an expert says.
March 18 -
Clients are advised to keep some of their savings in cash and focus on their long-term prospects.
March 17 -
Wealth management firms should track the lives they impact beyond the size of their client books, KMS Financial Services CEO Erinn Ford says in an episode of Financial Planning’s Podcast.
March 17 -
Retirees tapping their long-term savings accounts for income in an emergency are advised to strongly consider reducing their withdrawal rates.
March 16 -
While younger clients may be putting away more money than Gen Xers and baby boomers, they’re not better prepared for retirement compared with their older counterparts, experts say.
March 13 -
The firm has touted its capabilities, lighter bureaucracy and corporate environment to new hires — factors that have helped lure in top talent.
March 12 -
“Find ways to generate income,” says one financial planner.
March 11
