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…
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…
PenCom to Amend Pension Reform Act After 12 Years
The National Pension Commission has commenced a review of the Pension Reform Act, 2014, saying the law needs…
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…
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…
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…
Your 401(k) May Have Just Bought SpaceX – Invesco NASDAQ 100 ETF (NASDAQ:QQQM), SpaceX (NASDAQ:SPCX), Inv
That’s because SpaceX officially joined the Nasdaq-100 just 15 trading days after its blockbuster IPO—the fastest major index…
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,…
Your Daily FinanceScope for July 07, 2026
The best things in life are free, but we could all use some extra cash. Let us lead…
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…
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…
Capita’s rush to hit civil service pension deadline risking errors, say staff
Staff working on Capita’s botched civil service pension contract have concerns over data accuracy, data protection and…