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Industry consolidation has been on the rise as the role of private-equity and other financial institution-backed buyers expands.March 23
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While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.March 10
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The newly combined “powerhouse” will be a rival for Marsh & McLennan, which had been the top name in that sector in terms of revenue.March 10
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The all-stock deal is the largest ever for the industry, and comes almost exactly a year after previous talks between the two companies broke down.March 9
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Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.March 4
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Increasing participant offerings and promoting engagement could be a powerful step toward helping participants achieve their financial goals.February 21
Vice PresidentE-Trade Financial Corporate Services
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Together, the two major human capital software companies are worth $22 billion.February 20
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Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.February 20
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With the addition, Betterworks will provide employers with feedback from employees to improve retention and engagement.February 20
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OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.February 13
