One in five Kiwis expect $1 million or more in savings to retire – Westpac survey
“The most important thing people can do today is to make a plan,” he said. “Most of us…
Homeownership trumps retirement plans, research suggests
Older people are sacrificing their retirement to own their home outright, research suggests. A survey of 2,000 adults…
Social Security checks are projected to be cut by $540 a month in six years
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Betterment Launches AI Document Reader for Advisors
Betterment Advisor Solutions has launched an AI-powered document reader within its client onboarding experience that is meant to…
New bill would lower Social Security retirement age for some workers
Among the various proposals for bolstering Security is raising the retirement age at which Americans can claim full…
How much you may need to retire, and why many are falling short
Most New Zealanders are not on track to have saved anything like enough money to achieve the things…
Raymond James Adds $1.75 Billion in Teams This Week
Raymond James added two teams this week, including a $1.25 billion Iowa-based group that joined its employee advisor…
Lawmakers Demand Probe Into Fraudulent 401(k) Comments
Democratic lawmakers are urging the Justice Department and the FBI to investigate potential fraud in public comments in…
Advisor moves: LPL welcomes back RayJay advisor trio in Texas
From left: Jon Burnett, Dan Fowler and Chad Carlile in Texas. Meanwhile, &Partners has drawn another Wells Fargo…
Inherited 1980s shares? How grandfathering rules save you from 2026 LTCG tax bill
If you have inherited physical shares that your father purchased several decades ago, subsequently converted them into demat…
Prudential Advisors has become Prudential Wealth Advisors in ‘milestone’ move
Prudential Wealth Advisors has over 3,000 advisors and has grown its assets under management more than 60% since…
3 Habits From Wealthy Retirees Living Off Dividends
Most retirees hunting for dividend income start with a stock screener sorted by yield, and that instinct is…