Creative Planning adds $2.2B fee-only RIA Rockbridge in Syracuse
Peter Mallouk, president and CEO of Creative Planning. The mega-RIA keeps absorbing independent fiduciary firms as Cerulli data…
Aspen’s Joanna Smith-Ramani: Wealth is not a luxury, but three in four households lack enough
The Aspen Institute Financial Security Program has created the essential wealth metric as a new way to measure…
Social Security Runs Out in 2032. the New Senate Will Confront That.
As the final midterm votes are being counted, older Americans now know the identities of many of the…
Tech companies hit by new AI worries on positive day for most markets
Tech firms tumbled on Thursday as investors contemplated the outlook for the AI boom after Democrats swept the…
Why purpose can matter more than performance in building portfolios
Open this photo in gallery: Constructing portfolios around goals, not just market winners, is part of a holistic…
A father excluded his four daughters from most of his £1 million estate after believing they were plotting against him; court finds delusions influenced his will and declares it invalid | World News
A father who believed his four daughters were conspiring to have him hospitalised and take control of his…
An 80-year-old British Columbia woman left a C$5.5 million estate to charity, but after she died a friend produced photocopies of a will naming herself sole heir; on October 29, a court ruled the charities get it all
The court stressed that wills require reliable evidence of authenticity and clear, final testamentary intentions. An inheritance dispute…
Warren Buffett’s 90/10 Rule for a 65-Year-Old With $600,000 in an IRA and $2,800 a Month in Social Security. Here’s the Monthly Income and the Tax Bill.
Buffett wrote his stock and bond formula for a widow who would never touch the principal. Apply it…
A North Carolina worker alleged his company failed to prevent a $1.3 million loss in employees’ retirement savings; a federal judge has now approved a settlement of up to $650,000 for around 100 plan members
A federal judge in North Carolina has approved a settlement worth up to $650,000 for employees of Republic…
Aprio grows wealth management in Texas
Top 25 Firm Aprio has acquired Garner Asset Management Corporation in Plano, Texas. Processing Content The addition of…
BKFi Makes First Acquisition With Wealth With Options
BKFi, a $700 million registered investment advisor based in Brooklyn, N.Y., has acquired Wealth With Options, a San…
How to Budget for Surprise Expenses
Many of life’s biggest expenses don’t have a due date — you don’t know when your car battery…