Data & Research March 8th, 2024 New Data Show Women in Same-Sex Marriages Live Longer, Have Greater Retirement Planning Needs J.P. Morgan’s 2024 Guide to Retirement reveals how gender, sexual orientation and relationship status correlate with longevity.
Data & Research November 21st, 2023 Citi, JP Morgan Rated 1st in Digital Platform Satisfaction, According to JD Power Survey finds connection between digital experience ranking and client satisfaction and retention.
Deals & People August 25th, 2023 Retirement Industry People Moves Early assumes role of chief strategy officer at Vestwell; Principal selects Dessouki as chief marketing officer; Puerto joins J.P. Morgan...
Deals & People May 26th, 2023 Retirement Industry People Moves Cambridge Associates names Davidson president, head of investing; retirement consultant Mischell joins Agilis as managing director; ACA Group appoints Olson...
Products May 4th, 2023 Investment Product and Service Launches Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.
In Practice March 8th, 2023 The PLANADVISER Interview: Anne Lester, TDF Pioneer, Debut Author The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.