$6.5B Sowell Management Sells Minority Stake to Merchant
Sowell Management, a registered investment advisor based in North Little Rock, Ark., with more than $6.5 billion in…
I want to avoid inheritance tax, but can’t get at my £139k pension
ILLUSTRATION BY RUSSEL HERNEMAN Last summer I sought to use retirement savings of £139,000 to buy a Legal…
Two-pot system sees more workers keeping retirement savings intact, data says
The two-pot system of retirement reform is so far achieving its objective of preserving the bulk of savings…
The $24 billion super shortfall affecting Australians
Australians are being urged to check their superannuation accounts to ensure they’re not being ripped off by their…
Samsung family pays off record $8bn inheritance tax bill – BBC
Samsung family pays off record $8bn inheritance tax bill BBCSamsung family pays record W12tr tax, tightens grip on group The…
‘Staggering’ number of workers now enrolled in mandatory My Future Fund pension scheme
However, there are relatively low numbers in the new scheme from the accommodation and food services sector More…
Ascend Asia acquires three more financial advisory firms
In its model, Ascend gets full ownership of the firms on the platform, and retains the firms’ management.…
Is Bitcoin a Great Investment for Retirement Savings?
Bitcoin (CRYPTO: BTC) has been the top-performing asset class in 11 of the past 15 years. Yet since…
What Helps Build Crorepati Wealth Faster?
Big salary or bigger savings, what actually gets you closer to the status of a crorepati? It’s a…
CFO Warns Retiring At 65 Could Be A Huge Mistake And It Comes Down To One Crucial Number
As a CFO and a long-time advocate of the Financial Independence Retire Early (“FIRE”) movement, I often polarize…
How are single Aussies ending up $20k behind?
Finder’s Single Tax Report revealed a near $20,000 savings gap between single and coupled Australians. On average, a…
A couple lost $185K in retirement savings because no advisor was actually managing their account
Retirement money is accrued over the course of a career. It’s that special account that can’t be touched…