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Personal finance

6671 posts
PPersonal finance
Record numbers becoming billionaires through inheritance, UBS report finds | The super-rich
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Record numbers becoming billionaires through inheritance, UBS report finds | The super-rich

  • December 4, 2025
The super-rich are inheriting record levels of wealth as they pass down billions of dollars to their children,…
PPersonal finance
Nomura CEO sees big growth phase in wealth and asset management
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Nomura CEO sees big growth phase in wealth and asset management

  • December 4, 2025
[TOKYO/YOKOHAMA] Nomura’s chief executive officer vowed to build on the company’s earnings revival by strengthening businesses across the…
PPersonal finance
Government sending early retirement info to roughly 70,000 public servants - CTV News
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Government sending early retirement info to roughly 70,000 public servants – CTV News

  • December 4, 2025
Government sending early retirement info to roughly 70,000 public servants  CTV NewsEarly retirement info coming soon for federal public…
PPersonal finance
Happy grandchildren and grandparents using a tablet in living room
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Will you pay inheritance tax?

  • December 4, 2025
Last year, the total amount of inheritance tax paid stood at £8.3 billion a year but, by 2030/31,…
PPersonal finance
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AI is making robo-advisors smarter and cheaper. Are they good?

  • December 4, 2025
Financial advisors have long held the keys to strategic advice that helps investors manage their money. But AI-powered…
PPersonal finance
Veteran, 88, becomes social media sensation, thousands rally to help him retire
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Veteran, 88, becomes social media sensation, thousands rally to help him retire

  • December 4, 2025
BRIGHTON, Mich. (WXYZ) — An 88-year-old veteran working as a cashier at a Michigan Meijer store has become…
PPersonal finance
CDPQ-backed Apraava Energy snags $92 mn for smart meter expansion
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Canada’s CPPIB, Ontario Teachers’ pull out over $300 mn from India portfolio

  • December 4, 2025
Canada Pension Plan Investment Board (CPPIB) and Ontario Teachers’ Pension Plan (OTPP), two of the most active foreign…
PPersonal finance
Canadian wealth management firms lag global peers on AI adoption, study shows
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Canadian wealth management firms lag global peers on AI adoption, study shows

  • December 4, 2025
Open this photo in gallery: Part of Canada’s AI lag can be attributed to execs who have not…
PPersonal finance
19270872 – couple is considering the future design of the apartment alternate text for this image
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Reframing the big fat questions for young clients

  • December 4, 2025
You will recall that I previously wrote about my big fat questions and provided you with a list.…
PPersonal finance
Thousands of Brits face eye-watering bills of £171,000 due to 'gifts gone wrong'
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Thousands of Brits face eye-watering bills of £171,000 due to ‘gifts gone wrong’

  • December 4, 2025
Some people are gifting very big gifts this Christmas (Picture: Getty Images) Tis the season to give gifts,…
PPersonal finance
NCOP member calls for 20% pension increase, says seniors “can no longer cope” with rising costs
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NCOP member calls for 20% pension increase, says seniors “can no longer cope” with rising costs

  • December 4, 2025
National Council of Older Persons (NCOP) member Mohammed Hassan Khan says Fiji’s senior citizens are facing growing hardship…
PPersonal finance
A pile of Australian $100 banknotes.
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How much super will you need? The new figure to retire comfortably

  • December 4, 2025
The cost of a comfortable retirement is higher than it’s ever been, according to the Association of Superannuation…
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