Adult children joining SMSF as part of estate planning for Div 296
In the latest SMSF Adviser Show podcast, Shorte said he is seeing parents using the opportunity of future…
5 Things to Do Now to Retire in One Year or Less
Checklist To Retire in One Year or LessMap out a budget for the first 10 years of retirement.Formulate…
Harvey Buys Benchmark Asset Management Startup – Artificial Lawyer
Harvey has announced its acquisition of New York-based Benchmark, a decision infrastructure platform for asset management. Benchmark helps…
Social Security Recipients May Be in Line for Another Outsized COLA Boost
Social Security beneficiaries are marching their way toward a decent-sized payment increase this coming January. That’s one of…
Five Lessons From the Industry’s Biggest Breakaway
As Warren Buffett famously noted, “Risk comes from not knowing what you are doing.” Leaving one of the…
OneDigital Draws $1.8B Wealth Team from Cetera
OneDigital, an Atlanta-based insurance, talent and financial advisory firm with more than $155 billion in client assets, has…
More South Africans are planning for retirement but affordability remains a hurdle
JOHANNESBURG – More South Africans are planning for retirement, with many worrying they won’t have enough to retire comfortably.…
People Moves: Modera Hires State Street Alum as CIO
Modera Wealth Management, a Westwood, N.J.-based registered investment advisor overseeing $17.5 billion in assets, appointed Gaurav Mallik as…
SEC Proposes Rule Making E-Delivery the Default Option
The Securities and Exchange Commission proposed a rule to make e-delivery the default option for registrants (including broker/dealers…
Schwab: Client Referrals Lead RIA Priority List in 2026
Client referrals and recruiting are the top two priorities for registered investment advisors custodied with Charles Schwab, according…
New report highlights Allegheny County’s pension fund crisis
Allegheny County is facing a major financial crisis. The pension system is seriously underfunded, and massive infusions of…
RIA Buyers Predict Valuation Flatline
Consolidators in the wealth management industry expect a years-long rise in registered investment advisor valuations to finally flatline…