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Personal finance

9944 posts
PPersonal finance
Manulife Wealth & Asset Management Appoints Fraser Wiswell as New Head of Canada Retirement
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Manulife Wealth & Asset Management Appoints Fraser Wiswell as New Head of Canada Retirement

  • May 20, 2026
TORONTO, May 19, 2026 /CNW/ – Manulife Wealth & Asset Management (Manulife WAM) today announced the appointment of…
PPersonal finance
Money advice: I make $180k a year through my trust. How will the new tax affect me?
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Money advice: I make $180k a year through my trust. How will the new tax affect me?

  • May 20, 2026
May 20, 2026 — 5:01am Save You have reached your maximum number of saved items. Remove items from…
PPersonal finance
Social Security recipients could receive a large COLA adjustment, forecasters say. Here's how they can earn 4% on their money now.
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Social Security recipients could receive a large COLA adjustment, forecasters say. Here’s how they can earn 4% on their money now.

  • May 20, 2026
Social Security recipients may get a big COLA adjustment at the end of the year, but they don’t…
PPersonal finance
Retirement debt: Why being debt-free isn't always the best strategy for your superannuation
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Retirement debt: Why being debt-free isn’t always the best strategy for your superannuation

  • May 20, 2026
Brought to you by Aware Super Cameron Bayley May 20, 2026 — 5:30am Save You have reached your…
PPersonal finance
Bill Ackman, Charles Schwab back campaign touting Trump's American Dream Accounts
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Bill Ackman, Charles Schwab back campaign touting Trump’s American Dream Accounts

  • May 20, 2026
WASHINGTON — An initiative backed by billionaires Bill Ackman and Charles Schwab is launching a six-figure advertising campaign…
PPersonal finance
The Guardian view on saving for old age: alarming shortfalls set the scene for a pensions overhaul | Editorial
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The Guardian view on saving for old age: alarming shortfalls set the scene for a pensions overhaul | Editorial

  • May 19, 2026
Recommendations from the government-backed Pensions Commission are not due until next year. But its interim warning that at…
PPersonal finance
Stifel Settles Structured Notes Dispute
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Stifel Settles Structured Notes Dispute

  • May 19, 2026
Stifel Financial has reached a confidential agreement to settle with investors who won a Financial Industry Regulatory Authority…
PPersonal finance
Envestnet To Launch Platform Aimed at Speeding Client Prep
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Envestnet To Launch Platform Aimed at Speeding Client Prep

  • May 19, 2026
Envestnet is preparing to launch a new artificial-intelligence-driven platform to help speed client preparation and presentation for advisors,…
PPersonal finance
A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent
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A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent

  • May 19, 2026
© LightField Studios / Shutterstock.com A 67-year-old retiree with $920,000 in savings and a $2,800 monthly Social Security…
PPersonal finance
He waited 5 years to inherit his late dad's 401(k) — now he's being told a $30,000 tax bill threatens to eat his legacy
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He waited 5 years to inherit his late dad’s 401(k) — now he’s being told a $30,000 tax bill threatens to eat his legacy

  • May 19, 2026
After nearly five years of waiting, Dan is finally on the verge of receiving his late father’s 401(k).…
PPersonal finance
FINRA Considers Rolling Back Fee Increases for Members
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FINRA Launches Review of Higher-Risk Structured Products

  • May 19, 2026
The Financial Industry Regulatory Authority is launching a review of how firms handle higher-risk structured products, including “worst-of”…
PPersonal finance
Infrastructure Decides Who Wins in Alternative Investments
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Infrastructure Decides Who Wins in Alternative Investments

  • May 19, 2026
Alternative investments are no longer a niche allocation reserved for ultra-high-net-worth investors and institutions. Capital from mass affluent…
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