Work Life

First Female SEC Commissioner Dies at 86

Roberta Karmel, nominated by President Jimmy Carter, enforced, practiced and taught securities law for 60 years before retiring in 2022.

Many Retirees Consider Returning to Work

A Nationwide survey of people between the ages of 60 and 65 finds that many of those who have already retired are looking at working again.

Drop Your Old-Fashioned Ideas About Seniors

An AARP expert say business people need to understand this growing and radically evolving group if they want to succeed.

Why Doctors and Pharmacists Are in Revolt

They are being asked to do more as staffing dwindles, leading to exhaustion and anxiety about putting patients at risk.

Byron Wien, Wall Street Seer of the Unexpected, Dies at 90

At age 80, Byron Wien compiled “20 Life Lessons” from a long career as a Wall Street soothsayer. “Never retire” was No. 20.

Leading Geneticist Tracks Nazi Loot

He sets aside time each week to find the silver Judaica his family lost to the Nazis during the horrors of World War II.

Writing a Bestseller Didn’t Qualify Her for a Mortgage

When “Maid” became a bestseller and then a hit Netflix series, it looked to the world like she had become rich. But getting a mortgage was hard.

How I Built My Lawyer-Loving Super Niche

Here are tips to help you build or expand your own advisory niche, no matter where you choose to focus. (By Jen Dawson)

Music Student in Tune with Life at Retirement Community

A young pianist pursuing two master’s degrees is benefitting as much as seniors through her unique living arrangement.

401(k) Loans Surge While Emergency Savings Dwindle

A new T. Rowe Price study has raised alarms about rising 401(k) loans and a dip in emergency savings.

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.