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WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) increased to 61.94 in October, up from its score of 58.92 in September. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab’s millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. “After favoring ETFs in September, Schwab’s retail clients tu...

SANDY, Utah--(BUSINESS WIRE)--Corendi today launched its cloud-native, API-first recordkeeping platform for retirement plan recordkeepers and third-party administrators (TPAs). Firms can now run plans on a modern core system, under their own brand, without building one themselves. The platform is widely available starting today.Retirement plans are growing, especially in states running automatic-IRA mandates. In Colorado, new plans made up 18.4% of all private-sector plans in 2023, the year the...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower today announced that Carol Waddell, President of Empower Personal Wealth and one of the company's founding leaders, will retire at the end of 2026, concluding a distinguished tenure that helped shape Empower into one of the nation's leading retirement services and wealth management companies.Since joining Empower at its founding in 2014, Waddell has played a pivotal role in the company's evolution, helping expand its capabilities, strengthen its...

TERRELL, Texas--(BUSINESS WIRE)--American National Bank of Texas (ANBTX), one of the oldest and largest independently owned banks in the state, has been named to The Dallas Morning News’ Top Workplaces DFW 2026 list. ANBTX has earned the distinction 17 times in the program's 18-year history, reflecting its longstanding commitment to building a workplace where employees can grow and succeed. Founded in 1875, ANBTX has expanded to over 30 locations across North Texas and more than $6 billion in t...

RADNOR, Pa.--(BUSINESS WIRE)--As Americans live longer and face an increasing likelihood of needing long-term care, new research from Lincoln Financial reveals that many families are avoiding an important conversation. According to Lincoln's Consumer Sentiment Tracker, 80% of families have not had in-depth discussions about age-related healthcare costs, making it an often overlooked topic among major retirement and financial considerations.¹ Lincoln's research points to a significant preparedne...

BASKING RIDGE, N.J.--(BUSINESS WIRE)--As families across the country prepare for the holiday season, new data aggregated by Affinity Federal Credit Union (“Affinity”) and the Affinity Wellbeing Institute (“AWI”) shows that Americans can expect to spend approximately $2,862.81 on holiday-related expenses this year. This figure is up from $2,828.29 in 2025, representing a 1.2% increase year-over-year. The findings come from Affinity’s third annual Holiday Spending Index, which examines typical ho...

BIRMINGHAM, Ala.--(BUSINESS WIRE)--Regions Financial announced the company is scheduled to participate in the Goldman Sachs Financial Services Conference on Dec. 9....

RICHMOND, Va.--(BUSINESS WIRE)--What’s Keeping Americans Up at Night? Money Concerns Top the List...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, is bringing together thousands of virtual and in-person attendees for ConnectED 2026, its flagship national conference. Taking place November 8–11 in Atlanta, Georgia, the event welcomes nearly 4,000 in-person attendees and features 180 educational sessions, prominent keynote speakers and opportunities for financial advisors to explore the technology, resources and re...

PARAMUS, N.J.--(BUSINESS WIRE)--Longbridge Financial, LLC, a leading national mortgage lender and servicer specializing in home equity solutions for older Americans, today announced the promotion of Melissa Macerato from chief revenue and marketing officer to president and chief commercial officer. Macerato has been a key member of Longbridge’s leadership team since joining the company in 2012. She has helped guide its growth from an emerging reverse mortgage lender into a leading mortgage lend...