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Advisor Magazine

The Lead: Ryan Zabrowski Time And Financial Planning Sri Reddy  Retirement, Roller Coaster And Annuities Kate Beattie Utilizing Variable Annuities For Higher Average Returns Scott Morrison Paying For Education Without Emptying Your Pockets Tonya M. Evans Crypto Stays Gold  Stuart Robertson Choosing The Right Sol

  • 45articles · 30d
  • 18+ hour agolatest article
  • Aug 17, 2026earliest in window
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  • 298avg words
articles per day
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  • Finance & Business 40
  • Economy, Business & Finance 34
  • Finance 28
  • Business & Industrial 6
  • News 5
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  • Labour 4
  • Health & Wellness 3

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News


lifehealth.com > retirement-investors-reassess-portfolio-diversification

Retirement Investors Reassess Portfolio Diversification

18+ hour, 46+ min ago   (377+ words) The report comes as the World Gold Council’s 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…...


lifehealth.com > vanguard-ranks-among-top-retirement-providers-in-jd-power-2026-u-s-retirement-plan-digital-experience-study

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…...


lifehealth.com > navigating-financial-autonomy

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…...


lifehealth.com > people > john-hall-joins-ubs-as-financial-advisor-in-bellevue-wa

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 firm’s Bellevue office. He brings 21 years of experience serving business owners, executives, entrepreneurs and multigenerational families, with a strong commitment to understanding each clientâ…...


lifehealth.com > vanguard-to-acquire-altruist-expanding-the-reach-and-impact-of-financial-advice

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,…...


lifehealth.com > retirees-with-financial-plans-report-lower-stress

Retirees With Financial Plans Report Lower Stress

3+ week, 2+ day ago   (236+ words) August 20, 2026, BOSTON—New 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 Edge—U.S. Retail Investor Edition. Among…...


lifehealth.com > people > eugene-elias-jr-named-president-of-pure-financial-advisors

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…...


lifehealth.com > womens-financial-inquiries-up-22

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…...