Waverly Expands Into Louisiana With $3.1B Acquisition
Waverly Advisors, an acquisitive Birmingham, Ala.-based registered investment advisor, has purchased TruWealth Advisors, a $3.1 billion wealth management…
Cetera Merges Two RIAs Into New Employee Advisor Firm
Cetera Financial Group has combined two of its internal, owned registered investment advisors to create Cetera Planning Partners,…
Mariner Independent Onboards $1.3B Team From Focus Financial
Mariner Independent, the Overland Park, Kan.-based registered investment advisor with an over $40 billion independent channel, has onboarded…
How Looking Back One Year Can Transform Your Small Cap Returns
For years, the small cap premium has been under siege. Critics have argued that the well-documented tendency of…
Nigeria’s pension push into private markets hits policy snags
Nigeria’s push to channel pension funds into private equity and venture capital is running into fresh policy friction,…
Are you ready for Australia’s $5 trillion wealth transfer?
Brought to you by Aware Super Cameron Bayley April 29, 2026 — 5:30am Save You have reached your…
HC upholds full disability pension arrears for ex-serviceman | Chandigarh News
Chandigarh: The Punjab and Haryana high court has reaffirmed the central govt must act as a “model employer”…
LPL Launches Program for Advisors on Military Duty
LPL Financial has launched a new support program to help affiliated advisors serving in the military maintain the…
Good news: Your retirement savings target is lower than it was five years ago
In my last chart, I showed that the average retirement period – the time from when we retire…
Why errors in your EPS can hit your retirement income
Subscribers of the Employees’ Provident Fund (EPF) diligently track the steadily rising balance in their EPF passbook: the…
Inside Morningstar’s Quantitative Medalist Rating Tuneup
In April 2026, we launched an array of enhancements to the Morningstar Medalist Rating (you can read more…
‘You’ll need ₹40 crore to retire in India’: Founder’s advice shocks internet
Sandeep Jethwani, co-founder of wealth management firm Dezerv, has offered a sobering take on how much a person…