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BNY Mellon Appoints Leader for Employee Stock Plan Services
BNY Mellon Shareowner Services, the equity administration business of BNY Mellon, has announced the appointment of Julie Vander Veen as business manager and head of relationship management for...
Retirement Plan Assets Concentrated in Higher Income Families
Individual account retirement plan assets are concentrated in families with higher net worth, higher family income, higher educational attainment, with older family heads, and with white non-Hispanic heads,...
College Mistakes: Financial Advisors List the Worst
A recent study polled financial advisors to discover the worst financial mistakes made by college students.
CFP Launches New Designation for Financial Advisors
The College for Financial Planning announced today the availability of a new designation for financial advisers.
Outliving Savings Feared More Than Death
Nearly two-thirds of Baby Boomers fear outliving their money in retirement more than death, according to a new survey.
Schwab Campaign Reaches Out to Gen Y
Charles Schwab has announced a new educational campaign to help young adults facing “financial firsts” as they graduate, start working and begin living on their...
Barden Tapped for AUL Sales Position
American United Life Insurance Company (AUL), a OneAmerica company, has appointed Donald W. Barden as Southeast regional sales director in the Atlanta Retirement Services office.
Younger Couples More Likely to Work Together on Finances
It is becoming less common for one member of a couple to assume all of the financial responsibility and decision-making, according to a new survey.
Demographics a Factor in Retirement Income Sources
Gender, marital status, age, education, and other demographic variables have a significant impact on the likelihood of a worker receiving a retirement annuity and/or employment-based pension income in...
Americans Regret Not Saving, Investing More
Fifty percent of those participating in a recent personal finance poll said they have significant regrets about how they’ve handled their financial situation.
Janney Adds Five to Fixed Income Group
Janney Montgomery Scott is further beefing up its fixed income team with the addition of five new hires, the company announced.
U.S. Equity Trading Commissions Fall Short
Commissions paid by institutional investors to brokers on trades of U.S. equities are falling far short of projections to this point in 2010, according to Greenwich Associates.
Many Midwesterners Lack Confidence in Ability to Retire
Those in America’s Heartland expect economic conditions to improve in the near-term future but remain concerned about their long-term financial security.
Small Commutes + Big Houses = Happy Workforces
Depending on your definition of quality of life, Raleigh, North Carolina might be just what the doctor ordered for your small business.
IMHO: Decision Decisions
As a parent, you spend a lot of time telling your kids what to do, and perhaps more time than you think you should convincing them that it...
Annuities Get a Behavioral Finance Makeover
An appreciation for the influences of behavioral finance has had a critical impact on retirement plan designs – so what about applying those principles to...
Recession No Hindrance to 403(b) Transformation
Despite having to comply with a new set of regulations during one of the worst economic downturns, the 403(b) plan market appears to be healthier than ever, according...
Americans Still Fretting Over Money
Things might be looking up on Wall Street, but a new survey found 84% of Americans still fret about their finances.
Americans Need Financial Help, Report Lagging on Retirement Savings
Fifty-seven percent of respondents to a survey commissioned by TD AMERITRADE reported they are either a little or far behind financially in terms of preparation for retirement.