$1.2B Legacy Edge Names Former Citizens Wealth Head as First CEO
Legacy Edge Advisors, a Syosset, N.Y.-based registered investment advisor with $1.2 billion in client assets, has hired Christopher…
Dozens of women report pension concerns to deputy
Deputy Lee Van Katwyk said that dozens of pensioners had now approached him over the past year with…
How RIAs Can Scale Growth Without Losing Profitability
Mergers and acquisitions, market gains and advisor transitions alone no longer signal business strength and sustainability. For RIAs…
Super at 68? Departing National MP calls for pension age to start rising in 2029
Outgoing National MP Andrew Bayly is using his final days in Parliament to urge all parties to start…
Average 401(k), IRA balances hit record highs, Fidelity says
Retirement account balances hit record highs in the second quarter, recovering from a dip at the beginning of the year, according…
Your Daily FinanceScope for August 28, 2026
The best things in life are free, but we could all use some extra cash. Let us lead…
Wealth management shake-up continues as more senior figures exit Davy and Unio – The Irish Times
Shane Toman, one of Davy’s most senior wealth managers, is leaving the group to join UBS’s operation in…
8th Pay Commission: Will civilian pensioners get One Rank One Pension? Key proposals explained
The 8th Pay Commission today, 3 September, completes 10 months since its constitution on 3 November 2025. The…
Legal battle over Hong Kong tycoon Lim Por-yen’s HK$2.9b estate set to rumble on
A 15-year legal battle over late tycoon Lim Por-yen’s HK$2.9 billion (US$371.8 million) estate is set to continue,…
Traditional Lessons On Savings, SIPs Failing To Connect With Gen Z: Experts
India’s next financial literacy challenge may not be teaching people what a SIP or mutual fund is. It…
Retirement finance threats and 5 ways to protect your FIRE strategy
Sep 3, 2026 – 5.00am When investment markets experienced a wobble in February, the last thing early retiree…
Objectives First, Structures Second: Insights from Kshitij Kulkarni
The wealth structuring industry is not short of tools. Trusts, foundations, holding companies, variable capital companies, insurance structures…