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Personal finance

11417 posts
PPersonal finance
Greg Thall, a lobbyist for investment managers and others with state business, was named chairman of the state pension fund SERS by Gov. Josh Shapiro in November 2023.
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Pa. state workers’ pension outsources $2 billion to a firm it just fired

  • August 19, 2026
Listen to article • 0:00 min The $42 billion Pennsylvania State Employees’ Retirement System (SERS) last month unanimously agreed…
PPersonal finance
Is your 401(k) at risk if you’re in debt? Here’s what you need to know to protect your retirement savings
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Is your 401(k) at risk if you’re in debt? Here’s what you need to know to protect your retirement savings

  • August 19, 2026
The average American with a 401(k) becomes a millionaire in their 50s -but can debt collectors derail that…
PPersonal finance
I Couldn't Afford to Retire, so I Negotiated a 3-Day Workweek
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I Couldn’t Afford to Retire, so I Negotiated a 3-Day Workweek

  • August 19, 2026
This story is based on an interview with Tina Bonanno, 68, a KPMG information architect, from Northern New…
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…
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