Downsizer super contributions: How they work and the common mistakes to avoid
Downsizer contributions are special super contributions that can be made by older people who sell a home. They…
Osaic adds $367M multigenerational team from Ameriprise in Iowa
From left: Chad Sarsfield, Brennan Dorighi, and Coy Sarsfield of IronGate Services in Cedar Rapids, Iowa. The multigenerational…
Forbes Editor Firing Raises Questions About Advisor Rankings
Last week, the The New York Times reported that Randall Lane, a top editor at Forbes, was fired…
Fidelity’s 401(k) benchmark leaves many 50-year-olds short
Fidelity Investments’ first-quarter data puts the average balance in employer-sponsored 401(k) retirement plans for savers aged 50 to…
ABSA takes over GEPF custody: What pensioners need to know
JOHANNESBURG – Absa has taken over the safekeeping and administration of South Africa’s largest pension fund. The bank…
Financial expert explains fees in money management
Financial expert explains fees in money management Financial expert Kathryn McCall, a CAPTRUST vice president, joined KCRA 3…
How Advisors Can Prioritize Wellness and Family Time
When I launched my practice 22 years ago, I had young children at home. I decided to do…
Social Security Children’s Benefits: 3 Key Things to Know
While Social Security is generally associated with retirement or disability, it isn’t solely for older adults; it also…
P&O pension debt victory – rmt
Seafarers union RMT today marked a significant victory for seafarers’ pensions after P&O Ferries paid over £90 million…
Note From the Editor: September 2026
Recent studies have shown that an increasing number of young women are freezing their eggs to preserve their…
The RIA Shift: What Advisors Need Now to Eliminate Friction
RIAs are still wrestling with fragmented systems, slow onboarding, and transitions that take far too long. Craig Cintron,…
No predictable monthly income? How gig workers can use NPS to save for retirement and build a long-term corpus
For a salaried employee, putting a fixed amount into retirement savings every month can be relatively straightforward. For…