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News
Retirement Investors Reassess Portfolio Diversification
18+ hour, 46+ min ago (377+ words) The report comes as the World Gold Councilâs latest Gold Demand Trends data shows that, although investment demand moderated in the second quarter after a strong start to the year, bar and coin demand remained close to historical averages…...
Vanguard Ranks Among Top Retirement Providers in JD Power 2026 U.S. Retirement Plan Digital Experience Study
18+ hour, 12+ min ago (399+ words) lifehealth.com Vanguard Ranks Among Top Retirement Providers in JD Power 2026 U.S. Retirement Plan Digital Experience Study Vanguard ranks third in website experience and fourth in mobile app experience, as participants increasingly engage through digital channels VALLEY FORGE, Pa., Sept. 10, 2026 /PRNewswire…...
Navigating Financial Autonomy « ADVISOR Magazine
5+ day, 9+ hour ago (199+ words) The findings are part of Flying Solo: Navigating Financial Autonomy, an Ameriprise study examining how single, divorced and widowed Americans manage their finances. Widowed respondents made up 15% of the more than 3,000 solo adults surveyed. For most widowed adults, financial independence…...
John Hall Joins UBS As Financial Advisor In Bellevue, WA
6+ day, 22+ hour ago (221+ words) BELLEVUE, Wash.–(BUSINESS WIRE)–UBS recently announced that Financial Advisor John Hall has joined the firmâs Bellevue office. He brings 21 years of experience serving business owners, executives, entrepreneurs and multigenerational families, with a strong commitment to understanding each clientâ…...
Vanguard To Acquire Altruist, Expanding The Reach And Impact Of Financial Advice
2+ week, 1+ day ago (182+ words) VALLEY FORGE, Pa., Aug. 26, 2026 /PRNewswire/ — Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced today that they have entered into a definitive agreement under which Vanguard will acquire Altruist. Altruist combines a purpose-built platform,…...
Retirees With Financial Plans Report Lower Stress
3+ week, 2+ day ago (236+ words) August 20, 2026, BOSTONâNew research finds that retirees with formal financial plans experience substantially less financial stress, highlighting the important role advisors play in helping clients prepare for retirement, according to the latest Cerulli EdgeâU.S. Retail Investor Edition. Among…...
Eugene Elias, Jr. Named President Of Pure Financial Advisors « ADVISOR Magazine
3+ week, 5+ day ago (436+ words) Eugene Elias, Jr. Named President Of Pure Financial Advisors lifehealth.com Eugene Elias, Jr. Named President Of Pure Financial Advisors To focus on growth and expansion SAN DIEGO, Aug. 18, 2026 /PRNewswire/ — Pure Financial Advisors, LLC (“Pure”) announces the addition of Eugene…...
Women’s Financial Inquiries Up 22%
4+ week, 9+ hour ago (215+ words) The report reinforces a simple but powerful insight:Â when women have a trusted place to use their voices and ask financial questions, they seek the knowledge needed to build confidence, make informed decisions, and create long-term financial security. Emerging…...