US and Canadian pension giants managing nearly $2 trillion move against Shoprite CEO’s proposed $9.8 million share award
Shoprite is asking shareholders to approve a special award of 525,000 performance shares to retain Engelbrecht and…
PFRDA aims NPS expansion via banks, UPI integration; eyes corpus of around Rs 100 lakh crore by 2040
Mumbai: Pension regulator PFRDA is targeting a faster expansion of the National Pension System (NPS) by leveraging banks’…
Advisor moves: Raymond James and LPL add veteran teams in Ohio and Pennsylvania
A four-advisor group from UBS joins Raymond James in Beachwood while a 36-year Cetera veteran moves his $390…
Seniors are being auto-enrolled for OAS even after asking to defer
Open this photo in gallery: In 2013, Service Canada began auto-enrolling Canadians for OAS, sending out a notification…
New index to help savers identify potential pension gaps
FPSB Ireland, the standards and certification body for financial planning in Ireland, has launched its Prime Retirement Index,…
Thomas Stephen on Building Client Relationships at Anand Rathi Preferred
Anand Rathi Preferred began in 2014 with a question about how Indian investors would respond to asset allocation.…
Larry Raffone Becomes Aligned Wealth Executive Chairman
Last month, two former NewEdge Wealth executives, Gregory Pool and Pat Dwyer, co-founded Aligned Wealth, a tech-forward registered…
JPMorgan Hires $940M Merrill Advisor for LA Team
JPMorgan Chase is recruiting a California-based wealth advisor managing about $940 million in assets to join Elevate Wealth…
Beacon Pointe buys $637M ACT Wealth in bet on airline pilot clients
The ACT Wealth Management team. The $71 billion firm’s latest tuck-in lands as middle-market sellers face rising buyer…
Mary Huang on Keeping Trust Administration Connected to the Family
A trust relationship continues long after the structure is established. Mary Huang described responsive communication, a choice of…
PFRDA revises MSF naming rules, clarifies how PoPs must display pension fund schemes: Key NPS changes from 1 December
The Pension Fund Regulatory and Development Authority (PFRDA) has amended its previous circular on the standardized framework for…
How to talk about money with family and friends
My parents and I recently had an awkward conversation. I’m getting married next year, and it’s shaping up…