25-01825.pdf
Anonymous (not verified)
Retirement plan participants overwhelmingly want employer support for their retirement planning and decisionmaking, according to J.P. Morgan Asset Management’s 2026 Defined Contribution Plan Participant Survey. The summary of the company’s eighth biennial survey, “How Participants Think, Act and Engage With Their Retirement Plans,” found that younger cohorts largely expect employers to provide financial advice and…
It’s not a big enough dip to really make a difference, but mortgage interest rates are slightly lower today. July’s rates have remained elevated beyond what we saw in June, trending above last month’s average (6.34%) for three straight weeks. The average interest rate on a 30-year, fixed-rate mortgage ticked down to 6.52% APR, according…
Clay Cowan IRA Financial Trust Co., a retirement platform for self-directed retirement clients, appointed Clay Cowan as CEO last week; his predecessor, Tyler Northrup, has transitioned to president and chief operating officer. The company’s retirement platform has more than $8 billion in assets and more than 27,000 accounts. According to the announcement, Cowan and Northrup…
Technical Notice Update – Traqs is Unavailable July 23, 2026 DixonR Thu, 07/23/2026 – 08:53 The TRAQS website is now available. If you were previously logged in, please logout and clear your browser cache and cookies, then log in again. FIX reporting was unaffected.
David J. Lee, a director and chief financial officer at Webtoon Entertainment Inc. (WBTN +1.82%), reported the disposal of 9,463 shares of common stock on July 12, 2026, according to an SEC Form 4 filing. Transaction summary Metric Value Transaction value $109,203 Shares sold 9,463 Post-transaction shares (directly held) 221,586 Post-transaction value $2.6 million Transaction…
As Wellington Management Co. LLP, the Vanguard Group Inc. and Blackstone Inc. launch two investment funds that give advisers access to professionally managed portfolios that combine public and private markets, they are keeping an eye on the retirement market. While specifics and timelines about the retirement products are not yet public, a Blackstone spokesperson confirmed…