EP Wealth Acquires $900M Opes Wealth Management
EP Wealth, an acquisitive registered investment advisor based in Torrance, Calif., has acquired Opes Wealth Management, a Menlo…
Why Gen Z are planning for life without a state pension
More than 13 million people – 19% of the population – are currently of state pension age. By…
‘I am so, so sorry’: NPR reporter explains SCOTUS retirement error
NPR’s eminent Supreme Court correspondent Nina Totenberg says she made a “rookie mistake” on Tuesday morning, and that’s…
FactSet Invests in TIFIN.AI for Advisor Workflows
FactSet, a global data and technology provider to the financial services industry, has made a strategic investment in…
Wealth Enhancement to Buy $760M New York City Practice
Minneapolis-based Wealth Enhancement, which oversees more than $156 billion in client assets, has agreed to buy a practice…
NPR retracts article incorrectly reporting Justice Alito’s retirement
National Public Radio on Tuesday reported, then quickly retracted, that Supreme Court Justice Samuel Alito was retiring —…
Social Security gender gap: Women get $4,800 less in annual benefits
Image Source | Image Source | Getty Images Women rely more on Social Security for income in retirement…
The Hidden Costs of Delaying Social Security
Americans are tired. From job concerns to the overall mental load of trying to do it all, many…
How to spend less time thinking about money, according to experts
Americans with lower levels of financial literacy don’t just risk losing out on money they may not know…
Social Security’s Failures Led to Millions in Missed Benefits
Key Points Social Security failed to alert some workers to benefit options, costing them millions. Retirees need to…
Empower to Acquire Milliman’s Retirement Administration Business
GREENWOOD VILLAGE, Colo.–(BUSINESS WIRE)–Empower and Milliman, Inc. today announced they have entered into a definitive agreement for Empower…
Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.
Quick Read Waiting until 70 raises monthly Social Security from roughly $1,750 to $3,100 versus claiming at 62,…