Siblings lose to their father after bitter court battle over family home
A long-running family dispute over a Robertson home has been dismissed by the Western Cape High Court, which…
Deals & Moves: NewEdge Adds Team to Lead New Houston Office
NewEdge Wealth, the ultra-high-net-worth division of NewEdge Capital Group, has opened its 20th office in Houston, with a…
Trump admin taps JPMorgan alum Matt Zames to advise Social Security agency
Matt Zames, then-chief operating officer of JPMorgan Chase, center, in New York, Feb. 27, 2017. Kholood Eid |…
Trust, not fees, now drives how investors choose an advisor
New research shows advisors who prove security and transparency build deeper client loyalty than competing on performance and…
Social Security Survivor Benefits: 3 Key Things to Know
Many people spend their careers paying into the Social Security system, expecting to receive benefits later. Unfortunately, not…
WealthStack Roundup: VastAdvisor Closes $1 Million Funding Round
VastAdvisor, an AI-powered startup focused on organic growth for wealth management firms, announced it has closed a $1…
6 Costco Buys That Financial Advisors Recommend To Their Own Families
Costco is a great place to shop for bulk buys and bargain finds, but we wanted to know…
Forget the 4% Rule: Why Retirees Should Spend Even More Conservatively
Earlier this month, I detailed a conversation I had with Bill Bengen, the creator of the 4% rule…
South Africa’s largest bank loses custody of $217.6 billion pension fund after 30 years
The transfer officially took effect in August 2026 after Absa won a competitive contract to become the…
How Many Retirees Own Their Home Outright? Here’s What the Data Shows
Many retirees are mortgage-free, but whether that’s the right move depends on your finances.Credit: Getty Images / MoMo…
Social Security’s Trust Fund Runs Dry in 2032. 3 Moves to Make Before Benefits Face a 22% Cut
If you’ve been following Social Security in the news, you may be aware that the program is facing…
Q&A: Consultant’s First Take on Edward Jones’ Digital Wealth Service
Edward Jones & Co. is piloting a program called Edward Jones Digital Managed Solutions, a mostly automated investment…