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Browsing Tag

PersonalFinance

9290 posts
PPersonal finance
Gifting your teenager money for their super you could help them grow a first home deposit with the government’s help
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Gifting your teenager money for their super you could help them grow a first home deposit with the government’s help

  • July 15, 2026
Jul 15, 2026 – 5.00am If you could get a guaranteed, no-risk, 50 per cent return on a…
PPersonal finance
Caprock Makes 2nd Acquisition with $4B Venturi Private Wealth
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Caprock Makes 2nd Acquisition with $4B Venturi Private Wealth

  • July 15, 2026
Caprock, a Boise, Idaho-based $16 billion multi-family office registered investment advisor, announced Tuesday that it had acquired Venturi…
PPersonal finance
Feathery Raises $30M for AI Wealth Management Tools
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Feathery Raises $30M for AI Wealth Management Tools

  • July 14, 2026
Feathery, which calls itself an artificial intelligence operating and decisioning system for financial services, announced that it has…
PPersonal finance
The hidden cost of living longer – why retirement plans often fall short
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The hidden cost of living longer – why retirement plans often fall short

  • July 14, 2026
It can significantly reduce the wealth available to pass between generations and reshape how retirement assets should be…
PPersonal finance
Trump says everyone in America is ‘profiting’ from his presidency — claims your 401(k) is up 85%. How to get your share
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Trump says everyone in America is ‘profiting’ from his presidency — claims your 401(k) is up 85%. How to get your share

  • July 14, 2026
Beata Zawrzel/ Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the…
PPersonal finance
Merrill Lynch Speeds Up Team Placement for Trainees
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Merrill Lynch Speeds Up Team Placement for Trainees

  • July 14, 2026
Bank of America Merrill Lynch will allow advisor trainees in the firm’s development program to join existing advisor…
PPersonal finance
EPFO automates PF transfer after job switch — Does it benefit private or exempted PF trust members?
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EPFO automates PF transfer after job switch — Does it benefit private or exempted PF trust members?

  • July 14, 2026
EPFO has made it easier for employees to transfer their provident fund balance after they switch employers. The…
PPersonal finance
Wealth Transfer Will Boost Richest Families Most
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Wealth Transfer Will Boost Richest Families Most

  • July 14, 2026
(Bloomberg) — An unprecedented transfer of wealth in the coming decades is likely to disproportionately benefit America’s most…
PPersonal finance
Court voids FG’s eight-year retirement policy for education directors
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Court voids FG’s 8-year retirement policy for education dire

  • July 14, 2026
The National Industrial Court of Nigeria has voided the Federal Government’s policy requiring education directors to retire after…
PPersonal finance
Why insurance reporting delays raise red flags for IRA
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Why insurance reporting delays raise red flags for IRA

  • July 14, 2026
Kenya’s insurance sector has witnessed repeated cases of delays in submission of quarterly reports to the Insurance Regulatory…
PPersonal finance
For pension funds, tokenization’s real play is balance sheet management, not just 24/7 liquidity, Fidelity’s Lai says
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For pension funds, tokenization’s real play is balance sheet management, not just 24/7 liquidity, Fidelity’s Lai says

  • July 14, 2026
Tokenized products already exist, though mainly for investing. The most popular category is tokenized money market funds, primarily…
PPersonal finance
Bangkok Post - Cabinet approves ‘Care’ formula pension reform
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Bangkok Post – Cabinet approves ‘Care’ formula pension reform

  • July 14, 2026
Labour minister says new calculation system improves fairness of Social Security system Labour Minister Julapun Amornvivat speaks to…
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