Retire Through Ownership Act Is Now Law
On October…
Here’s the Average Social Security Benefit at Age 62
If you’re age 62, your Social Security check is likely smaller than average. The typical benefit for people…
Why Record Keepers Must Match Advisor Business Needs Now
I’ve spent more years in and around recordkeeping than I care to admit. In that time, the industry’s…
Raymond James Recruits $700M Advisor Team From Truist
Raymond James has recruited a team of advisors in Southwest Florida to its Financial Institutions Division, the unit…
Truist Names New Wealth Co-Heads
Truist Financial has appointed Jeff Dunn and Bryan Cram as co-heads of its wealth division on an interim…
AI poses moderate disruption risk to wealth managers and retail banks, Fitch says
Retail banks and private wealth firms scored 40 in Fitch’s AI stress test, signaling possible one-notch downgrade risk…
Here’s the Average Social Security Benefit at Age 70
As of December 2025, the average Social Security benefit for people aged 70 is $2,274.68 per month, according…
Freehold Wealth Management brings $576M to Osaic in multigenerational move
South Carolina estate planning firm joins Osaic’s IBD network, citing succession planning tools and multigenerational growth resources. A…
The Retirees Who Left The Villages for Good Say the Third Year Was When the Math Stopped Working
Plenty of retirees ran the numbers before moving to The Villages and felt confident. Then year three arrived…
39 FEHB Plans in 2027 Where Self Plus One Costs More
If you cover just one family member under the Federal Employees Health Benefits (FEHB) Program, Self Plus…
Auto EPF registration at 18 must drive habitual saving, say financial experts
PETALING JAYA: Automatic registration with the Employees Provident Fund (EPF) at age 18 must go beyond encouraging early…
Kilde’s Johanna Krüger: The Questions Behind a Private Credit Pitchbook
Kilde’s Johanna Krüger outlines private credit due diligence questions wealth managers should ask about underwriting, valuations, liquidity, leverage…