What People Are Giving Up Just to Pay Their Bills
My Two Cents Personal-finance columnist Charlotte Cowles asks the nosy, revealing, sometimes uncomfortable questions about money so you…
Brendan Kenny, CFP®, CBDA, Joins Prime Capital Financial
OVERLAND PARK, Kan.–(BUSINESS WIRE)–Prime Capital Financial strengthens its presence in Connecticut with the addition of Brendan Kenny, CFP®,…
The 401(k) Tax Bomb That Hits Retirees With $2.5 Million: $7,862 Monthly RMDs Plus IRMAA Surcharges
Quick Read $2.5M balance divided by 26.5 forces $94,340 RMD at 73, stacking to 40% effective marginal rate…
Younger workers’ projected pensions fall under new system
The projected future pensions of younger workers in the Netherlands have fallen sharply, by 10% to 20%, since…
Altruist Launches New RIA Model for Independent Advisors
Altruist is launching a beta of a new model that gives advisors access to the compliance, custody and…
Stratos Fully Acquires 11 Partner Firms With $4.8B In Assets
Stratos Wealth Holdings, an umbrella firm for a network of registered investment advisors and broker/dealers, has fully acquired…
I’ve gifted over £500,000 to my six children so they can avoid £1m inheritance tax
When he dies, Jeremy Stern believes his family could face an inheritance tax (IHT) bill exceeding £1m. The…
Camp FIRE: a Flexible Version of the Financial Independence Movement
Steve Antonioni used to think he was working toward early retirement. Loading audio narration… In 2022, the Toronto-based…
Pension assets growth slows on market shift
Nigeria’s pension industry recorded a moderation in asset growth in March 2026, reflecting shifting market conditions and strategic…
3 Biggest Investing Mistakes to Avoid in Your 20s
(TSI) oops | mistakes Being 25 is great, but probably not for the reasons you’d think. It’s actually…
NEC XON, Avaloq advance wealth management technology in Africa
Jason Barr, Executive Safety Solutions at NEC XON. NEC XON and Avaloq (both part of NEC Corporation) have…
Exclusive-New York, California pension leaders oppose ‘extreme’ SpaceX control structure
By Ross Kerber BOSTON, May 13 (Reuters) – Leaders of three of the biggest U.S. public pension systems…