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Personal finance

12441 posts
PPersonal finance
92-year-old UK father changed his will while living with his daughter; wife was left with access to only half the money through her stepdaughter | World News
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92-year-old UK father changed his will while living with his daughter; wife was left with access to only half the money through her stepdaughter | World News

  • October 1, 2026
Image Credit: Picpedia.org The England & Wales High Court has ruled on the will of Mark Briant, a…
PPersonal finance
shielded
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Does KiwiSaver really make us better off?

  • October 1, 2026
Will pushing people to lift their KiwiSaver balances make New Zealanders better off overall? With $11 billion going…
PPersonal finance
Claiming Age Clarity Act would change Social Security claiming terms
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Claiming Age Clarity Act would change Social Security claiming terms

  • October 1, 2026
One of the biggest decisions retirees make — when to claim Social Security benefits — would be described…
PPersonal finance
mint
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Pensions via UPI: PFRDA chief S Ramann bets on NPS Tatkal, targets 3 crore new subscribers

  • October 1, 2026
The Pension Fund Regulatory and Development Authority (PFRDA) plans to bring around 2-3 crore new subscribers into the…
PPersonal finance
OpenAI Agents Probe SEC Site, Raising Alarm on Security
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OpenAI Agents Probe SEC Site, Raising Alarm on Security

  • October 1, 2026
There’s been no shortage in reports of artificial intelligence agents breaking free of their confines to the surprise…
PPersonal finance
FPA Debuts PlannerSearch 2.0 With Snappy Kraken, The Smyth Group
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FPA Debuts PlannerSearch 2.0 With Snappy Kraken, The Smyth Group

  • October 1, 2026
The Financial Planning Association has launched the latest iteration of its PlannerSearch tool, aiming to transform the venerable…
PPersonal finance
When Product Access Becomes Tap Water: Insights from Dr. Nick Xiao
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When Product Access Becomes Tap Water: Insights from Dr. Nick Xiao

  • October 1, 2026
In a wealth management industry where fund platforms have proliferated, analytical tools are widely available, and product access…
PPersonal finance
AI: What's Working in Private Wealth
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AI: What’s Working in Private Wealth

  • October 1, 2026
Why the AI conversation in Asian private wealth has moved from ambition to execution, and what the leaders…
PPersonal finance
Concurrent Makes First RIA Platform Deal With $5.4B Spire
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Concurrent Makes First RIA Platform Deal With $5.4B Spire

  • October 1, 2026
Concurrent Investment Advisors, a Tampa, Fla.-based hybrid registered investment advisor that operates a 1099 independent contractor platform, is…
PPersonal finance
How longevity is rewriting retirement plans
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How longevity is rewriting retirement plans

  • October 1, 2026
Open this photo in gallery: From changing lifestyles to future health care needs, increasing longevity requires a new…
PPersonal finance
Pension money is ‘most patient capital’ for infra; pension funds must channelise investment: CEA
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Pension money is ‘most patient capital’ for infra; pension funds must channelise investment: CEA

  • October 1, 2026
Pension money is the “most patient capital” for infrastructure building and pension funds should channelise investments into Indian…
PPersonal finance
UK property tycoon left £100m estate; daughter was named 80%, but his son challenged his will, and the High Court later upheld an earlier version | World News
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UK property tycoon left £100m estate; daughter was named 80%, but his son challenged his will, and the High Court later upheld an earlier version | World News

  • October 1, 2026
(Image: Courts and Tribunals Judiciary) Kevin Patrick Reeves, also known as Kevin Patrick Frain, built a fortune estimated…
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