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Browsing Tag

financial services

41 posts
PPersonal finance
Got $20K? 9 financial pros tell us how you should invest it now
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Got $20K? 9 financial pros tell us how you should invest it now

  • January 29, 2026
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
PPersonal finance
‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?
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‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?

  • January 28, 2026
Question: “I currently have investments with a large investment company and plan to retire in six months. My…
PPersonal finance
young woman with phone
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Mine Raises $14 Million and Launches AI Personal Finance Agent

  • January 27, 2026
Mine, a personal finance company for young adults, has raised $14 million in new funding. The company announced its Series…
PPersonal finance
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
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Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for

  • January 26, 2026
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
PPersonal finance
‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him’
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‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him’

  • January 25, 2026
Question: “I really liked my financial adviser. He was good, but after a few years managing both my…
PPersonal finance
70pc of UHNW families struggling to discuss finances: report
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70pc of UHNW families struggling to discuss finances: report

  • January 24, 2026
Research January 22, 2026 J.P. Morgan’s Paris offices. Image credit: J.P. Morgan   By Amirah Keaton Ahead of…
PPersonal finance
9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?
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9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?

  • January 23, 2026
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
PPersonal finance
YouTube star MrBeast planning a financial 'education' channel as he expands into banking, raising question of conflict
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YouTube star MrBeast planning a financial ‘education’ channel as he expands into banking, raising question of conflict

  • January 20, 2026
YouTube megastar Jimmy “MrBeast” Donaldson has built an empire on viral stunts and massive cash giveaways. Now, according…
MMental health
Britain needs 'AI stress tests' for financial services, lawmakers say
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Britain needs ‘AI stress tests’ for financial services, lawmakers say

  • January 20, 2026
LONDON, Jan 20 (Reuters) – Britain’s financial watchdogs are not doing enough to stop artificial intelligence from harming…
PPersonal finance
Godrej Industries eyes wealth management push with fresh subsidiary
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Godrej Industries eyes wealth management push with fresh subsidiary

  • January 15, 2026
The listed holding company, Godrej Industries Ltd, last week incorporated a new subsidiary, Godrej Investment Ltd, which will…
PPersonal finance
I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?
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I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?

  • January 10, 2026
Question: “I just turned 50 and am planning to retire when I’m 60. I need advice on my…
PPersonal finance
I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?
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I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?

  • January 9, 2026
Question: “I just turned 50 and am planning to retire when I’m 60. I need advice on my…
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