38% of those who retired earlier than expected cited health problems or disabilities as the main reason. 23% said employment issues such as business closures, reorganizations or downsizing triggered ...

Paul Atkins, a veteran financial regulator and a fixture in Washington’s conservative financial circles, is President-elect Donald Trump’s choice to lead and possibly overhaul the U.S. Securities and ...

Mariner has expanded its footprint in Florida and California with the acquisitions of two firms that add $878 million in assets under management, according to a news release today. For Mariner, the ...

Paul Shoukry, who was appointed president of Raymond James Financial in March, will officially step into the CEO role effective February 20, 2025, the company’s board of directors announced today. He ...

The contract rate on a 30-year mortgage decreased 17 basis points, the biggest weekly slide since August, to 6.69% in the week ended Nov. 29, according to Mortgage Bankers Association data released ...

Nearly 90% of the future planners surveyed by the Washington, D.C., charity pledge to provide 20 hours of pro bono work each year, the industry benchmark, while 83% said they would be “more likely” or ...

SageView said that OnTrack 401 (k)'s Doug O'Rear has joined the firm as a managing director and Cindy Brown, a team member, has joined as a retirement plan consultant. SageView, which has 30 offices ...

That said, Mubadala is only one of many potential sovereign funds—including those from countries like Norway and Canada as well as extremely wealthy families in the United States—that are candidates ...

The communities rely on a steady stream of entrance fees to pay operating costs, debt service and resident refunds. Disruptions to the flow of new residents—whether from the pandemic, a recession, or ...

Retirement industry insiders say they expect Congress to work next year toward a third installment of the SECURE Act focused on expanding retirement security.

Boss Larry Fink is at it again, splashing out on an alternative asset manager. It's risky, but he can afford it.

As Larry Fink drives BlackRock Inc. deeper into private markets, he keeps adding new billionaires to the asset-management giant’s roster — and making them all richer than he is in the process.