Karen DeMasters

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Near Retirees Are Caught In A Catch-22, Schroders Says

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Near retirees are more concerned about their fitness than their savings, a new survey says.

U.S. Equities Should Grow Despite Political, Cultural Headwinds, TIAA Says

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The Biden administration has taken the chaos out of U.S. government operations, TIAA executives said.

Jasmine Jirele To Be Allianz CEO

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Jirele will succeed CEO Walter White after his retirement later in the year.

Private Equity Moving To Mainstream, Industry Exec Says

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The SEC is loosening the rules for individual investors to get into private equity, InvestX CEO Marcus Newman said.

Annuity Fee Change Benefits Account Holders, Security Benefit Says

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The IRS ruled that annuity withdrawals to pay advisor fees will not be taxed, the company said.

How Do You Divorce A Millionaire?

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A savvy financial advisor should be able to help a spouse negotiate a divorce, attorney Lisa Zeiderman says.

Hedge Fund Manager Pleads Guilty To Bilking Investors Out Of Millions

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The SEC has also accused the South Carolina man with fraud in a civil suit.

Women Need To Take On Challenges To Achieve Success, Firm Leader Says

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Women still face obstacles in male-dominated financial field, advisor Michelle Barry said.

Helping Women Control Their Finances

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Women often have different priorities compared to men regarding their finances, said TD Wealth Management strategist Kalimah White.

Be Prepared To Buy The Dips, Crossmark Says

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The economic recovery is on track to continue, but there will be pullbacks, a company strategist said.

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