EOFY exodus sends FAR below 15k
As advisers celebrate surviving the end of financial year rush, the professional register has sunk below 15,000 after a scorching…
BEL Director Venkata Suresh Kumar Kaipa retires on superannuation – scanx.trade
BEL Director Venkata Suresh Kumar Kaipa retires on superannuation scanx.tradeBEL assigns additional charge of Director (Marketing) to Rajnish Sharma PSU…
EPF Scheme 2026: New rules on withdrawal, eligibility and limits explained
The Employees’ Provident Fund (EPF) Scheme 2026 has introduced several new changes and developments for EPF subscribers, especially…
Beyond the Pitch Book: What Private Credit Data Shows and What Allocators Should Ask
Private credit deserves scrutiny, but the scrutiny has to be precise. Much of the current debate is driven…
TaxStatus Launches Observations Tool for Advisors
TaxStatus, a provider of IRS-sourced financial data, has launched TaxStatus Observations, a capability that identifies opportunities for advice…
How July CPI Data Could Make or Break Your 2027 Social Security Raise
For seniors on Social Security, one of the most important announcements each year comes in October. That’s when…
My Aunts Were Both Executors of My Mom’s Will. They’re Asking Me for Something Ridiculous.
Pay Dirt is Slate’s money advice column. Have a question? Send it to Kristin and Ilyce here. (It’s…
Scaling with Substance: Talent, Technology and the Sustainability of India’s Private Wealth Industry
Hosted by Rohit Bhardwaj, Country Head – India, Director Private Clients at Henley & Partners, and Abhijit Bhave,…
$90,000 in KiwiSaver but ‘renting for life’
Would raising the rate of GST affect you more than others? No Stupid Questions with Susan Edmunds A…
Pension assets add N385bn in May PFAs deepen investment in government securities
Nigeria’s pension fund assets rose by N384.98 billion in May 2026 to N31.32 trillion, extending the industry’s steady…
Vestmark Opens AI Research Center for Wealth Tech
Wealth management technology provider Vestmark has opened the Center for AI Research and Development, a Boston-based facility dedicated…
EP Wealth lands fifth deal of 2026 in Silicon Valley
Menlo Park firm brings $900m in AUM and specialist expertise serving Apple and Google employees. EP Wealth Advisors…