LPL Loses 328 Advisors After Commonwealth Deal
Since LPL Financial announced its deal to acquire Commonwealth Financial Network in March, roughly 328 advisors have left…
Finnish MPs approve inheritance, gift tax reform | Yle News
Among other things, the law change raised the threshold at which point inheritance tax becomes payable. Open image…
AI financial advice has risks, top-ranked advisor says
Artificial intelligence is transforming how people gather information and make decisions — including on matters of money. In fact,…
Trump said he’s looking into an Australian-style retirement program for America. Here’s how it works
The Trump administration is looking Down Under for inspiration on how to improve the United States’ retirement savings…
8th Pay Commission update: Govt rejects DA merger, confirms pension reform review – Is DA merger likely for central government employees?
The basic pay is the minimum salary that a central government employee at different levels gets as per…
Even affluent Americans don’t feel wealthy
Americans are spending more time thinking about money than ever Financial stress is rising. Here’s how different generations…
All the little-known rules you can use to cut your inheritance tax bill
There will be some changes to the way inheritance tax works in April 2027. Experts reveal the way…
Donald Trump eyes Australia’s superannuation scheme
United States President Donald Trump has praised Australia’s superannuation system as “a good plan” that has “worked out…
Swiss Voters Reject Inheritance Tax After Billionaires Threaten Exodus
Voters in Switzerland, the home of art world mainstays Art Basel and Hauser & Wirth, emphatically voted down…
Nevis: Bringing AI to Wealth Management
In the summer of 2024, Mark Swan, an aspiring founder and former operations lead at Revolut, came to…
KYC rules for NPS onboarding changed for NRIs, OCIs: Physical presence in India not required for KYC, pension body says
In a major development that will make the NPS onboarding process for NRIs and OCIs easy, the pension…
SECP Issues New Rules for Digital Asset Management Services
The Securities and Exchange Commission of Pakistan (SECP) has issued requirements for undertaking Digital Asset Management Services (DAMS)…