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Personal finance

9928 posts
PPersonal finance
Survey Reveals 85% of Canadians Trust Professional Financial Advice Over Social Media “Finfluencers”
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Survey Reveals 85% of Canadians Trust Professional Financial Advice Over Social Media “Finfluencers”

  • June 11, 2026
MISSISSAUGA, Ontario–(BUSINESS WIRE)–Despite the rise of financial influencers, known as “finfluencers” offering advice on social media, Canadians continue…
PPersonal finance
‘Please don’t do this’: Dave Ramsey says ditch this household expense keeping Americans from acquiring wealth
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‘Please don’t do this’: Dave Ramsey says ditch this household expense keeping Americans from acquiring wealth

  • June 11, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. When it…
PPersonal finance
Diamond Podcast: Dan Sullivan, John Bowen and The Greater Game
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Diamond Podcast: Dan Sullivan, John Bowen and The Greater Game

  • June 11, 2026
Many advisory firms grow successfully while remaining highly dependent on their founders. Dan Sullivan and John Bowen argue…
PPersonal finance
Managing a client’s LIRA as part of a broader retirement portfolio
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Managing a client’s LIRA as part of a broader retirement portfolio

  • June 11, 2026
Open this photo in gallery: Advisors can help clients determine the right time to withdraw from a life…
PPersonal finance
‘Is a million dollars enough for us to retire if we maintain our current lifestyle?’
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My wife only has GICs. What’s the best way to get around Quebec’s complex estate rules?

  • June 11, 2026
Open this photo in gallery: Illustration by The Globe and Mail Q: My wife is very risk averse…
PPersonal finance
They Want To Know At What Age Can A Typical Middle-Class Family Expect To Hit $1M In Retirement Savings. Nobody Around Them Wants To Share
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They Want To Know At What Age Can A Typical Middle-Class Family Expect To Hit $1M In Retirement Savings. Nobody Around Them Wants To Share

  • June 11, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Money…
PPersonal finance
The Succession and Estate Planning Survey 2026 - Strengthening Governance, Managing Complexity and Supporting Intergenerational Outcomes
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The Succession and Estate Planning Survey 2026 – Strengthening Governance, Managing Complexity and Supporting Intergenerational Outcomes

  • June 11, 2026
Foreword By Michael Stanhope, Founder & CEO, Hubbis For much of my time in this industry, succession and…
PPersonal finance
Motive Partners Invests in Mobius to Build the Future of Pension and Wealth Investment Infrastructure
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Motive Partners Invests in Mobius to Build the Future of Pension and Wealth Investment Infrastructure

  • June 11, 2026
NEW YORK & LONDON–(BUSINESS WIRE)–Motive Partners (“Motive”), a specialist private investment firm focused on financial technology, today announced…
PPersonal finance
Are You Spending More Than Average in Your 50s? Benchmark Your Household Expenses
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Are You Spending More Than Average in Your 50s? Benchmark Your Household Expenses

  • June 11, 2026
Spending in your 50s often peaks as savings goals grow and healthcare and household costs take a larger…
PPersonal finance
CalPERS: PE remains the pension’s ‘top-performing asset class’
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CalPERS: PE remains the pension’s ‘top-performing asset class’

  • June 11, 2026
Private equity received a vote of confidence from the California Public Employees’ Retirement System as it remains the highest-returning…
PPersonal finance
Profile photo of Clay Jarvis
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3 Ways to Save Money During the World Cup in Toronto

  • June 11, 2026
As someone visiting the city during the World Cup, you’re about to see Toronto at its best —…
PPersonal finance
From Performance to Continuity: Jack Siu on Lombard Odier’s Team-Based DPM Model in Asia
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From Performance to Continuity: Jack Siu on Lombard Odier’s Team-Based DPM Model in Asia

  • June 11, 2026
As Asia’s private wealth market matures, discretionary portfolio management (DPM) is becoming a more important part of how…
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