GFF 2026 Highlights, The Estate Planning Question & More
Global Fintech Fest 2026 Kicks Off Indian startups basked in the spotlight as the Global Fintech Festival 2026…
Views from 6,230: How AI Can Transform Wealth Management
Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting…
KiwiSaver on hold: More than a million members aged 18 to 64 are not contributing
Some of these people would have been unemployed – there were 163,000 unemployed people in the March quarter.…
Cumbria University staff face ‘fire and rehire’ in pension row
“It is deeply disappointing that the University of Cumbria is seeking to use the outdated and discredited practice…
Sharon Osbourne files to remove accountant as executor to Ozzy’s estate
Sharon Osbourne filed to remove Colin Newman, her late husband Ozzy Osbourne’s long-term accountant, as an executor of…
In Your 40s? What You Need to Know About Social Security Benefit Cuts.
If you’re in your 40s, Social Security may be something you don’t think about too often. In reality,…
Aqua Raises $18.8M to Expand Alts Platform for RIAs
The competitive field to build out the tech infrastructure to ease the use of alternative investments in the…
Do you need to be a millionaire to retire? Experts weigh in on the 15% rule.
With so many guidelines around saving for retirement — best practices, where to put your savings, and how…
401(k) Real Talk Episode 207: September 9, 2026
Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA…
EPF advance rules: Withdrawals for education, illness and housing are now easier, says EPFO
The Employees’ Provident Fund Organisation (EPFO), in a recent post on its official X handle, highlighted changes to…
‘Flat-rate’ COLA cuts Social Security for most Americans, critics say
An old idea to increase all Social Security recipients’ benefits by the same dollar amount each year is…
Probate No Longer Mandatory To Claim Rights Under Will After Omission Of S.213 Indian Succession Act: J&K&L High Court
The Jammu & Kashmir and Ladakh High Court has held that after Section 213 of the Indian Succession…