Moment Raises $78 Million to Meld AI and Wealth Management
Investment management-focused AI startup Moment has raised $78 million in new funding. The company’s Series C round, announced Tuesday (May 19), comes…
FINRA Launches Review of Higher-Risk Structured Products
The Financial Industry Regulatory Authority is launching a review of how firms handle higher-risk structured products, including “worst-of”…
Infrastructure Decides Who Wins in Alternative Investments
Alternative investments are no longer a niche allocation reserved for ultra-high-net-worth investors and institutions. Capital from mass affluent…
Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners
Quick Read Clark Howard, the consumer advocate behind The Clark Howard Show, has told high-earning listeners to think…
My parents are in their early 60s with no savings, a mortgage, and $2,400 in Social Security – where can they afford to live?
A Reddit poster recently turned to the Internet to get some advice about his mom and dad. The…
I’m 55 and Ready to Retire: What Happens to My 401(k)?
The retirement journey is a long-term process. You have to save for many years before reaching your retirement…
A 2027 Social Security COLA Rise May Not Help Retirees
Millions of Americans receiving Social Security benefits could see a larger cost-of-living adjustment (COLA) in 2027 thanks to…
Diversification as Doctrine: Why Removing Single Points of Failure Is Now the Central Brief for Wealth Managers
In an era of geopolitical unpredictability and rapidly shifting capital flows, the concept of diversification is being stretched…
EPF warns of softer quarters ahead after 1Q investment income spikes over 50% on defensive move
KUALA LUMPUR (May 19): The Employees Provident Fund (EPF) said its investment income in the first quarter surged…
Rs 66 lakh PPF retirement corpus from Rs 1.5 lakh/year investment: How many years it may take for you – Why is PPF investment popular for retirement planning?
At the current 7.1% interest rate, an investor who deposits Rs 1.5 lakh annually for 20 years in…
‘If your financial adviser is earning a commission, I say, run’: An investing expert’s advice | Money
Jeremy Schneider has a $4m portfolio and says he spends about five minutes a year managing it. Investing,…
Texas probate rules for executors and beneficiaries
Q: My mother died recently. One of my siblings is a lawyer, so my mother had him write…