‘AI is a tool, not an authority’: Relying on AI for financial advice? Key risks investors should know
The use of AI for financial guidance has risen sharply in recent years. In the United Kingdom, around…
From Relationships to Acquisition Intelligence: Sumit Sahu on Affluense.ai
In wealth management, relationships remain central. But Sumit Sahu, Co-founder and CEO of Affluense.ai, argues that relationships are…
Occupational pensions barely affect retirement age
New research from the Economic and Social Research Institute (ESRI) has found that occupational pension coverage has limited…
Some Canadians are getting government benefit deposits this week | Daily Hive
Some Canadians should watch out for several government benefit deposits coming in this week. The Canada Pension Plan…
New superannuation ban to come for millions of Australians as part of tax changes
A SMSF allowance could be closed as part of the haggling over budget tax changes. · Getty A…
How much house can you afford with a $75,000 salary right now?
A $75,000 salary can still buy a home in this market — just not the same home it…
Double a state pension thanks to dividend shares? Here’s how it could be done
What would it take for someone to try and earn the same amount each week on average from…
Meet the 2 men putting New York’s $300 billion pension fund in play for the first time in 20 years
On paper, New York State Comptroller is a sleepy job. No press secretary emerges from the office to…
Record Keepers Face Existential Threats From Fee Cuts
A recent DCIIA/TRAU study among 15 DC recordkeeping senior executives registered to attend the 2026 TRAU RPA Record…
Advisor Sentiment Index: Advisor Optimism Soars to New Highs
With a de-escalation of the conflict in the Middle East, falling oil prices and a slate of large…
Why Return Distribution Matters for Private Investments
When evaluating private investments, it’s easy to fall into the trap of relying on headline numbers and simple…
Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice
BROOKLYN, N.Y.–(BUSINESS WIRE)–Maridea Wealth Management (“Maridea”) today announced the acquisition of Ashford Investment Advisors, a Daytona Beach, Florida-based…