Where Americans Are Retiring Instead of Florida – and What They Discovered
For nearly eighty years, Florida has been the answer to the question “where should I retire?” Beaches, no…
Understanding Secondaries: Why Discounts Tell Half the Story
Private market secondaries have moved firmly into the spotlight. As private markets open to individual investors, the strategy…
Three simple investing mistakes that limit high earners’ wealth
Jul 8, 2026 – 5.00am When financial adviser James Smith meets a new client, one of his first…
Recognizing Elder Financial Exploitation & What to Do About It
The National Adult Protective Services Association defines elder financial exploitation (EFE) as the “illegal or improper use of…
Wavvest Recruits Ex-Schwab Advisor to In-House RIA
Wavvest, a Chicago-based startup that has built an AI-native operating system for independent wealth managers, has added Vinnie…
Here’s the Average Social Security Benefit for Ages 62, 67, and 70
Planning for Social Security and choosing when to claim benefits are two things every worker needs to do…
Hightower Signature Wealth Adds Three Firms With $5B
Hightower Advisors, the Chicago-based registered investment advisor with more than $350 billion in client assets, has added three…
Goldman’s RIA Custody Making Gains on Name Recognition
What’s in a custodian’s name? When you’re an advisor working with upper-high-net-worth clients considering a move to independence,…
Don’t rely on AI for personal finance advice, study finds
Alexsl | Istock Unreleased | Getty Images When it comes to personal finance, artificial intelligence gives advice that…
10 Investment Must Reads for Week of July 7, 2026
ETF Inflows Top $1Trillion at the Halfway Point of 2026 “Investors poured $210 billion into US-listed ETFs in…
EPFO: Taxation rule on Voluntary Provident Fund — the ₹2.5 lakh VPF threshold, explained
Planning for long-term financial goals or retirement, the employees provident fund (EPF) and voluntary provident fund (VPF) are…
Merrill’s Novice Advisors Now Allowed to Charge Top Rates
Merrill Lynch has reclassified a group of novice advisors to resemble their more veteran counterparts by permitting them…