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Browsing Tag

Finance

9743 posts
PPersonal finance
Retirement Plan Advisors Must Evolve Into Plan Architects
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Retirement Plan Advisors Must Evolve Into Plan Architects

  • July 16, 2026
Technology and innovation are not replacing the retirement plan advisor. They are changing what plan sponsors expect from…
PPersonal finance
Irish workers will need €41,000 a year from their pension for a comfortable retirement – The Irish Times
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Irish workers will need €41,000 a year from their pension for a comfortable retirement – The Irish Times

  • July 15, 2026
Irish workers believe they will need almost €41,000 a year for a comfortable retirement, a new study shows.…
PPersonal finance
Wells Fargo, Morgan Stanley Report Strong Q2 Wealth Gains
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Wells Fargo, Morgan Stanley Report Strong Q2 Wealth Gains

  • July 15, 2026
Wealth units at wirehouses and larger public banks continued to beat estimates in the second quarter of 2026,…
PPersonal finance
Regional Banks, Wealth Management Lead Financial Services M&A
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Regional Banks, Wealth Management Lead Financial Services M&A

  • July 15, 2026
Smaller deals involving regional banks and wealth managers are driving acquisitions in the financial services industry, according to…
PPersonal finance
American Beacon and Mercer Launch Model Portfolios
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American Beacon and Mercer Launch Model Portfolios

  • July 15, 2026
Investment advisor American Beacon Advisors Inc. and consulting firm Mercer Investments, a Marsh business, launched the Mercer &…
PPersonal finance
EPFO interest credit begins: How members can check if the amount is credited to their accounts
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EPFO interest credit begins: How members can check if the amount is credited to their accounts

  • July 15, 2026
EPFO members may begin seeing the annual interest for FY2025-26 reflected in their provident fund accounts from today…
PPersonal finance
Lagos shortlet market growth slows to N285.5bn amid ban, tax changes  
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Pension funds seen as missing link to closing Nigeria’s 28m housing gap

  • July 15, 2026
Nigeria’s N31 trillion pension industry is emerging as one of the country’s strongest untapped solutions to its worsening…
PPersonal finance
Citi flags pension risk to BT dividend hopes ahead of scheme review
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Citi flags pension risk to BT dividend hopes ahead of scheme review

  • July 15, 2026
Citi flags pension risk to BT dividend hopes ahead of scheme review Proactive uses images sourced from Shutterstock…
PPersonal finance
Modera Wealth Management shuffles C-suite with two new hires
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Modera Wealth Management shuffles C-suite with two new hires

  • July 15, 2026
The New Jersey-based RIA has tapped veterans with experience from State Street and Coldstream as it grows its…
HHeadlines
Bank of Canada holds key rate steady at 2.25%, predicts economic rebound
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Bank of Canada holds key rate steady at 2.25%, predicts economic rebound

  • July 15, 2026
The Bank of Canada held its benchmark interest rate steady for the sixth consecutive time on Wednesday and…
PPersonal finance
Women in Financial Advice Awards 2026: Shortlists revealed!
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Women in Financial Advice Awards 2026: Shortlists revealed!

  • July 15, 2026
Congratulations to all the women and businesses featured this year! WIFA 2026, with headline sponsorship from LV=, received…
PPersonal finance
Millions to retire later under state pension age increase 68 plans
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Millions to retire later under state pension age increase 68 plans

  • July 15, 2026
Your support helps us to tell the story From reproductive rights to climate change to Big Tech, The…
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