Microsoft’s first-ever voluntary retirement offer for 8,500-plus US employees: Here’s what’s in buyout package |
FILE Picture (AP Photo/Thibault Camus, File) Microsoft has finally put numbers on its voluntary retirement program, and the…
Rossby Financial Launches Advisor Profitability Tool
Rossby Financial, a Melbourne, Fla.-based registered investment advisor platform launched in March 2023, has introduced an Advisor Profitability…
Addepar Launches Data Exchange to Unify Wealth Information
Addepar, the wealth management, analytics and alternatives aggregation platform provider, has launched Addepar Data Exchange. This new managed…
I don’t have a company pension. How can I create a ‘paycheque-style portfolio’ when I retire?
Q: I’m a 65-year-old independent contractor with no company pension and plan to retire in two years. I…
$836M Ameriprise Team Launches Midwest RIA
A team of advisors affiliated with Ameriprise Financial in St. Louis has launched their own registered investment advisor,…
Judge Blocks Review of Advisors’ Devices in LPL/Ameriprise Case
A judge overseeing the ongoing LPL Financial/Ameriprise legal battle ruled that the advisors at the center of the dispute, who…
UBS CEO Ermotti Open to US Acquisition for Growth Push
(Bloomberg) — UBS Group AG Chief Executive Officer Sergio Ermotti said he doesn’t exclude buying another firm as…
Many Americans think 63 is the perfect age to retire, but they’re dead wrong. Here’s the big number to pin it on instead
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Oreana Financial Services: Institutional Governance, Boutique Agility and the Case for Consolidation
As Asia’s independent wealth management industry fragments into a growing number of smaller players, the gap between client…
Advisors’ online presence can crowd out bad finfluencer content: SIMA
Canada needs a larger online presence from qualified financial advisors and stronger securities enforcement to stamp out bad…
Punjab Govt promises pension release after delay sparks backlash
Lakhs of Punjab Government pensioners, including former legislators, have not received their pension for April, though it has…
Motilal Oswal Asset Management Company gets approval to sponsor pension funds under NPS
Motilal Oswal Asset Management Company has received approval from the Pension Fund Regulatory and Development Authority (PFRDA) to…