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Personal finance

12578 posts
PPersonal finance
Experience, Independence and Bespoke Execution: Kelvin Leong on Merliance Capital’s Client Proposition
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Experience, Independence and Bespoke Execution: Kelvin Leong on Merliance Capital’s Client Proposition

  • August 19, 2026
Ultra-high net worth (UHNW) families rarely require a single product or service. Their needs may span portfolio management,…
PPersonal finance
Kestra Hires Wealth Management Head from BlackRock
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Kestra Hires Wealth Management Head from BlackRock

  • August 19, 2026
Kestra Financial, an Austin, Texas-based broker/dealer and registered investment advisor, has appointed former BlackRock executive Kelly Apple as…
PPersonal finance
The Optimal Setup for Your Investment Portfolio As Retirement Nears
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The Optimal Setup for Your Investment Portfolio As Retirement Nears

  • August 19, 2026
The 4% rule for retirees is easy enough to understand in theory: withdraw that much of your portfolio…
PPersonal finance
Dale Jackson: Quebec firm targets billions of unclaimed dollars in Federal disability retirement plan
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Dale Jackson: Quebec firm targets billions of unclaimed dollars in Federal disability retirement plan

  • August 19, 2026
Of the 311,000 active registered disability savings plans (RDSP) started since the program’s inception in 2008, $3.3 billion…
PPersonal finance
Daniel Mulino
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New rules to apply to SMSFs as Mulino overhauls finance sector

  • August 19, 2026
In his National Press Club address, Mulino said the Government is implementing a crackdown on harmful lead generation…
PPersonal finance
Absa wins GEPF custody contract long held by Standard Bank
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Absa wins GEPF custody contract long held by Standard Bank

  • August 19, 2026
Story audio is generated using AI Absa has won the contract to provide custody services for the Government…
PPersonal finance
Someone putting money into a piggybank.
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Labor reveals super increase position amid ‘predatory’ practices crackdown

  • August 19, 2026
In BriefThe government ruled out lifting compulsory super above 12 per cent as debate over retirement savings grows.Labor…
PPersonal finance
Singapore’s central bank announced on Aug 19 three new measures to strengthen the Republic’s attractiveness as a global asset management hub.
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Singapore strengthens asset management with new tax and talent measures

  • August 19, 2026
SINGAPORE – Singapore is seeking to strengthen its position as a leading asset management hub with three new…
PPersonal finance
EPFO's insurance scheme explained: Here's how members can file EDLI claims, avail up to ₹7 lakh benefit at no extra cost
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EPFO’s insurance scheme explained: Here’s how members can file EDLI claims, avail up to ₹7 lakh benefit at no extra cost

  • August 19, 2026
The Employees Provident Fund Organisation (EPFO), provides insurance cover for salaried individuals in the private sector under its…
PPersonal finance
Pension schemes move billions to NSE amid rally
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Pension schemes move billions to NSE amid rally

  • August 19, 2026
Pension schemes have increased their bets on quoted equities, moving billions of shillings from government securities to the…
PPersonal finance
Invesco Launches Unified Platform for Custom Strategies
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Invesco Launches Unified Platform for Custom Strategies

  • August 19, 2026
Invesco announced an update of its unified global investment platform and the appointment of a new global head…
PPersonal finance
Financial advice Noel Whittaker: Should I keep my super in an SMSF as I get older
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Financial advice Noel Whittaker: Should I keep my super in an SMSF as I get older

  • August 19, 2026
August 19, 2026 — 5:01am Save You have reached your maximum number of saved items. Remove items from…
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