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…
Trump got a $78K pension from the Screen Actors Guild in 2025 because he appeared in Home Alone 2 in 1992
President Donald Trump long ago left the Screen Actors Guild—which he joined in 1989 following his debut in…
Amid $41B shortfall, Pennsylvania teachers’ pension cites private equity as biggest drag
Pennsylvania’s public-school employees’ pension fund is $41 billion short of what it needs to pay promised benefits. Last…
Two Focus Network Firms Merge Into Coastal Bridge
Coastal Bridge Advisors, a Westport, Conn.-headquartered registered investment advisor, is merging with Memphis-based Waddell & Associates and One…
More Boomers Are Actually Retiring With Seven-Figure Nest Eggs Because Of One Old-School Money Habit
Some Boomers are retiring with seven-figure nest eggs because of one old-school money habit. According to recent news…
Benefit cheques coming this summer in Canada
Government benefit cheques will continue rolling out to eligible Canadians throughout the summer. Here’s a look at the…
Advisor moves: Succession planning, fresh starts trigger exits at Osaic and LPL
Teams head for W-2 independence models with practices totaling almost $1B. Two advisory practices have made significant moves…
Here’s when your Social Security payments will be made in July
The Social Security Administration will issue its first July benefit payments this week. The payment schedule has been…
A $1.3 Million 401(k) Triggers a $19,800 Tax Bomb in Year One. Here’s How to Cut It in Half
© scyther5 / Getty Images The 73-year-old who logged into their 401(k) portal this April with a $1.3…
New EPF Scheme 2026: How provident fund interest will be credited by EPFO
Upstox Securities Pvt. Ltd.: SEBI Registration No. INZ000315837 | NSE TM Code: 13942 | BSE TM Code: 6155…
Savant Wealth Management enters Maine with latest acquisition
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client…
Here’s the Maximum Possible Social Security Benefit at Ages 62 to 70 in 2026
The average retiree collected over $2,000 in Social Security benefits this month, but some collected significantly more. In…