Corporate Roundup: Waverly Advisors Acquires Mueller, Alera Group, The Standard Hires
The latest news from Waverly Advisors, Alera Group, The Standard, and Kestra Financial
Financial Finesse Acquires OfColor
Starting in November, Financial Finesse will expand OfColor content to over 20,000 firms
A Nightmare on 401(k) Street: The Spookiest Retirement Facts
These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats
Americans Short of Plans for Retirement Income
Allianz Life found that 45% of participants worry about how to best take distributions
Gen X Anticipates Needing Same Income or More for Retirement
However, the study by Northwestern Mutual finds that half of members in the Sandwich generation have 3x the savings they'll need
Full or Partial Annuitization May Create Better Retirement Outcomes
The ACLI backed research emphasizes the value of annuities in retirement income strategies over the popular 4% rule
Public Sector Employees Worried Over Retirement Readiness
Eighty-one percent of public service respondents to a MissionSquare study are concerned they may outlive their savings
Modern Wealth Buys $1.4B Petso Financial
Petso Financial's 10-person team will move to Modern Wealth as part of the acquisition
OneDigital Launches Streamlined Benefits Programming
OneDigital aims to offer a total rewards strategy for employers
Alera Group Announces Retirement Plan Services Expansions
The firm recently acquired two MA-based groups and announced a new hire to its California team