Prime Super, Aware Super explore potential SFT
A proposed successor fund transfer (SFT) between Prime Super and Aware Super has moved a step closer after…
Unified Pension Scheme sees over 1.18 lakh Central government employees opt in; Centre rules out any changes
More than 1.18 lakh Central government employees, retirees and eligible family members have opted for the Unified Pension…
Oyo Pensioners Threaten Protest Over Unpaid Increases
The Nigeria Union of Pensioners, Oyo State Council, on Monday, threatened indefinite protest against the managements of the…
UPS has attracted just 4% of NPS subscribers: Government | India News
Several states governed by opposition had stopped contributing to NPS and wanted to opt out, prompting Centre to…
Fragmented Data Systems Block AI Growth in Wealth Firms
While the latest advances in artificial intelligence have our industry buzzing with equal parts excitement and apprehension, they…
Social Security recipients could see a major COLA boost in 2027
A new report has revealed that next year’s Social Security payments will rise substantially from 2026 figures. Social…
2027 Social Security COLA Expected To Be Higher Than This Year
KEY TAKEAWAYS The latest estimate puts the 2027 Social Security cost-of-living adjustment at 3.8%. That would be a…
Why Advisors Must Guide Clients Through AI Estate Plans
Many advisors see the worst-case scenario. A client brings an estate plan to a meeting. It details a…
The Power of Staying Selective in an Advisor-First Culture
Mike Baker, president and CEO of United Planners, shares the firm’s vision of being a premier hybrid broker-dealer…
City’s 457 Plan Committee to Weigh Fund Replacements and Discretionary Oversight of Target-Date Series – Pasadena Now
The City of Pasadena’s Deferred Compensation Trust Administration Committee is scheduled to meet Aug. 4 to review the…
SBI Pension Funds crosses ₹6 lakh crore in AUM
SBI Pension Funds has surpassed ₹6 lakh crore in Assets Under Management (AUM), the company announced on Monday,…
Industry moves: Advisors join Wellington-Altus, Worldsource Wealth
Each week, we summarize notable moves across the financial industry. Tyler Marche has joined Wellington-Altus Private Wealth as…