Nationwide Retirement Solutions has appointed Barbie Walsh as head of its combined Institutional and Advisor Relations team. Barbie Walsh, National Pension Solutions In his expanded role, Walsh will oversee both teams and help advance the company’s strategy in the government and corporate institutional markets. She will report to Brenda Casey Anderson, Associate Vice President of […]
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The magic retirement number this year doesn’t have a single answer. Northwestern Mutual’s 2026 Planning and Progress Study is $1.46 million for the average American adult. Schroders US Retiree Study 2026limited to people participating in the workplace plan, it costs $1.2 million. Both come from real survey data collected in 2026. None of these describe […]
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CFO of Daybright Financial Hires Daybright Financial announced that Wes Gilbreath has joined the company as Chief Financial Officer effective July 20, 2026. Gilbreath will lead Daybright’s financial organization as the firm continues to scale and invest in its next phase of growth. Wes Gilbreath, Daybright Financial Gilbreath joins Daybright from Integrity Wealth and has […]
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Bulk Rebalancing, a new workflow that helps advisory firms and their authorized investment or trading teams streamline the rebalancing of select accounts within a single workplace retirement plan, was unveiled Wednesday by New York-based fintech Pontera. One of Pontera’s most requested features, Mass rebalancing provides a more centralized and scalable way to manage rework when […]
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Chime is launching Chime Invest, a new platform that will allow investors to buy stocks and exchange-traded funds (ETFs) without paying commissions or using an expert-managed portfolio with no minimum accounts. The financial technology company notes that investors who don’t invest in stocks typically cite cost or time constraints as reasons. Others believe they are […]
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Strongpoint Partners, a retirement services platform serving small and medium-sized businesses with integrated outsourced administration, actuarial, recordkeeping, payroll and human resources (HR) solutions, announced a new partnership with Des Moines, Iowa-based The Finway Group. Led by Steve Finnegan, Finway is a national retirement services company with presence in 43 states and acts as a Pooled […]
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Modera Wealth Management has appointed Gaurav Malik as Chief Investment Officer and Shelley Kapoor as Chief Operating Officer. “We have brought on these two wealth management veterans at a crucial time as we expand our investment offerings and our operational and technology platform,” said Tom Arecchio, CEO of Modera. “They will play an important role […]
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If Congress did nothing to strengthen Social Security before the program reaches its scheduled insolvency in late 2032, the estimated 22% reduction in income resulting from insolvency means that a typical newly retired dual-earner couple would lose $16,900 in annual benefits in early 2033. According to A new estimate published on July 16 by the […]
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CEO of IRA Financial Names IRA Financial has appointed Clay Cowen as chief executive officer as the company enters its next phase of growth, the firm announced recently. Tyler Northrup has moved to the position of president and chief operating officer of Trust Company, where he will focus on scaling the platform and supporting the […]
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401(k) members overwhelmingly trust employer-provided financial advisors, according to new retirement trends released today from NFP, but that doesn’t mean members know they have access to employer-provided advisors. And too few are engaging with them to help them retire. The 2026 US Retirement Trends Report from NFP, an Aon company and leading property and casualty […]
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