How Stokvels empower financial discipline in South Africa
Gugu Zikhali|Published 1 hour ago A few months into the year, financial pressure begins to feel different. School fees are…
Complaints, permanent bans up for financial planners in 2025
Complaints and permanent bans were both up for financial planners last year, based on the FP Canada Standards…
After buying a messy insurance book, this advisor saw an opportunity to start fresh with clients
Open this photo in gallery: Tami Romanchuk, certified financial planner and insurance specialist at Excalibur Executive Planning.Chris TT…
The Stability Illusion: Why waiting for the “right time” to invest keeps you stuck longer than you realize!
‘I’ll start once things settle down. It sounds like a plan. It even sounds responsible. But I’ve come…
Industry Fund Services launches ‘Trusted Adviser’ designation
Home > Financial Planning > Industry Fund Services launches ‘Trusted Adviser’ designation Mike Taylor Managing Editor and Publisher…
Childfree Woman Stunned When Her Family Claims Her Savings as “Future Inheritance”
A Reddit post from the r/childfree community recently made waves online. A childless woman in her late thirties…
Himalaya Wealth Managers Launches ₹500 Cr Fund
SUMMARY The fund has a corpus of ₹500 Cr, with a base target of ₹250 Cr and a…
Jamie Dimon warns the people managing your money will soon be ‘AI people’ — not the bankers they replaced
For decades, a banker has been someone who reviewed your loan application, managed your portfolio, or walked you…
Two Lotto players win $500k each, Powerball jackpot rolls to $25m
Two Lotto players — one in Auckland’s south and one in South Taranaki — are half a million…
Kiwibank first to make rate change after OCR decision
Kiwibank has made changes to its term deposit rates – the first significant move since the official cash…
Penny Pennington | Fortune
Penny Pennington is the only woman in the U.S. leading a brokerage firm of Edward Jones’s scale. Since…
Here’s What Too Many Retirees Are Getting Wrong About the New $6,000 Senior Tax Deduction
The desire to pay less in taxes doesn’t tend to magically disappear in retirement. You may not have…