Edward Hayes

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Retirees Are Transitioning Away From Work, Not Retiring Cold

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Many won't stop working on a specific date, Allianz says. Instead they'll phase retirement in.

Former Jefferies Rep Suspended For WhatsApp Communications, Finra Says

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Ariel Rivero used the app to secretly attempt to settle a dispute with a client, the regulator said.

iCapital To Launch Customized Alternative Model Portfolios

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The move comes a week after the firm launched its first model portfolios.

Goldman Sachs Offers Advisors Alt Investing Lending Option

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The Goldman Sachs Advisor Solutions program allows eligible advisors to borrow against their alternative allocations.

Inheritances Be Damned: Clients Want To Spend While They Still Can, Advisors Say

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In the wake of the pandemic, more clients are seizing the moment and putting their money to use before they die.

Advisors See Clients Being More Open About Estate Planning, Edward Jones Says

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Clients are bringing more family members into the conversation, a company survey found.

JPMorgan Sees Opportunities In High-Yield Credit

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High-yield is playing a bigger part in investors' portfolios, says a firm report.

'Magic Number' For Retirement Saving Growing Faster Than Inflation, Study Says

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The savings Americans say they need to retire has increased 50% since 2020, according to Northwestern Mutual.

Parents Are Taking On Majority Of Their Kids' College Costs, Northwestern Mutual Says

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A survey found that 95% of savers want to pay for more than half of their children's higher education costs.

Former NFL Star Romanowski Declares Bankruptcy Ahead Of Tax Dodge Hearing

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The government is accusing the former Super Bowl linebacker of failing to pay more than $15 million in taxes.

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