Can AI help manage your money? Risks and benefits of using AI for budgeting and finances
As more people turn to artificial intelligence for help with everyday tasks, from planning workouts to picking outfits,…
The Guardian view on saving for old age: alarming shortfalls set the scene for a pensions overhaul | Editorial
Recommendations from the government-backed Pensions Commission are not due until next year. But its interim warning that at…
Moment Raises $78 Million to Meld AI and Wealth Management
Investment management-focused AI startup Moment has raised $78 million in new funding. The company’s Series C round, announced Tuesday (May 19), comes…
Envestnet To Launch Platform Aimed at Speeding Client Prep
Envestnet is preparing to launch a new artificial-intelligence-driven platform to help speed client preparation and presentation for advisors,…
Stifel Settles Structured Notes Dispute
Stifel Financial has reached a confidential agreement to settle with investors who won a Financial Industry Regulatory Authority…
FINRA Launches Review of Higher-Risk Structured Products
The Financial Industry Regulatory Authority is launching a review of how firms handle higher-risk structured products, including “worst-of”…
A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone
Quick Read A 71-year-old widower inheriting a $890,000 traditional IRA can avoid a $54,000 federal tax hit and…
My parents are in their early 60s with no savings, a mortgage, and $2,400 in Social Security – where can they afford to live?
A Reddit poster recently turned to the Internet to get some advice about his mom and dad. The…
Diversification as Doctrine: Why Removing Single Points of Failure Is Now the Central Brief for Wealth Managers
In an era of geopolitical unpredictability and rapidly shifting capital flows, the concept of diversification is being stretched…
bQuest Launches Organic Growth Tool for Advisors on Aging
Denver-based financial technology firm bQuest, a platform built to help advisors give clients vetted aging care-related services, has…
Texas probate rules for executors and beneficiaries
Q: My mother died recently. One of my siblings is a lawyer, so my mother had him write…
EPF withdrawals before 5 years are not tax-free: What salaried employees should know
The Employees’ Provident Fund (EPF) is a popular retirement savings scheme in which both employers and workers contribute…