Beneficiary: Latest News, Top Stories & Analysis

Prismm Targets $124 Trillion Wealth Transfer With Bank Tool

October 1, 2026September 30, 2026 - by Timothy Alexander

NEWARK, DE — Prismm is rolling out a beneficiary-designation tool for banks and credit unions aimed at helping financial institutions retain deposits as an estimated $124 trillion in wealth changes …

Personal Finance

How Outdated Beneficiary Choices Can Derail Your Plans

March 5, 2026March 5, 2026 - by Joe Oliver

When you open a retirement account or buy a life insurance policy, you’re asked to name a beneficiary. It might seem like just another form to fill out, but this …