Siebert deepens FusionIQ investment with 10-year wealth tech deal
Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms. Siebert Financial…
Lifetime gifting and inheritance tax
Pension pots will fall into 40% inheritance tax net from next April, making lifetime gifting a serious option…
Experts explain why Gen Z is finding the fight for financial freedom impossible
Gen Z isn’t spending their adult years in their parents’ basement; quite the opposite, actually. From 2024 to…
Taking Wealth Global: Diversification, Routes and the New Offshore Playbook for Indian Investors
At the Hubbis India Wealth Management Forum 2026, the panel examined the accelerating interest among Indian investors in…
Earning the Next Generation: Proposition, Value and Engagement
At the Hubbis India Wealth Management Forum 2026, the panel examined whether the wealth management industry has developed…
If my sister leaves €200,000 to my child, would that impact their inheritance tax threshold? – The Irish Times
One of my siblings has asked if, were she to leave a substantial amount (say, €200,000) to one…
Your superannuation returned 9.4% last financial year. Did your fund keep up?
The median balanced superannuation option returned 9.4% in FY26, according to research house SuperRatings. That is a strong…
What Percentage of Retirees Rely on Social Security for Almost All Their Retirement Income?
Tax records reveal a smaller Social Security reliance than many retirement surveys suggest.Credit: draganab / Getty Images Key…
Could your superannuation generate $10,000 a month in passive income by age 60?
Every investor chasing passive income eventually runs into the same wall: a big, round target number, with no…
EPF advocates for prudence in 2H26
PETALING JAYA: The Employees Provident Fund (EPF) has cautioned members to temper expectations for the second half of…
Making It Work: How Retirees Survive on Social Security Alone
The nonprofit advocacy group The Senior Citizens League (TSCL) estimates that 24.6 million seniors in the U.S., or…
Fortuna Capital positions to redefine wealth management in Nigeria
Fortuna Capital Limited (“Fortuna Capital” or “the Company”), a fund and asset management firm registered and regulated by…