I Couldn’t Afford to Retire, so I Negotiated a 3-Day Workweek
This story is based on an interview with Tina Bonanno, 68, a KPMG information architect, from Northern New…
Experience, Independence and Bespoke Execution: Kelvin Leong on Merliance Capital’s Client Proposition
Ultra-high net worth (UHNW) families rarely require a single product or service. Their needs may span portfolio management,…
Kestra Hires Wealth Management Head from BlackRock
Kestra Financial, an Austin, Texas-based broker/dealer and registered investment advisor, has appointed former BlackRock executive Kelly Apple as…
The Optimal Setup for Your Investment Portfolio As Retirement Nears
The 4% rule for retirees is easy enough to understand in theory: withdraw that much of your portfolio…
‘Life-changing’ $20 million Lotto prize remains unclaimed after three weeks
A $20 million Powerball prize sold at a West Auckland store three weeks ago remains unclaimed. Lotto NZ…
Dale Jackson: Quebec firm targets billions of unclaimed dollars in Federal disability retirement plan
Of the 311,000 active registered disability savings plans (RDSP) started since the program’s inception in 2008, $3.3 billion…
New rules to apply to SMSFs as Mulino overhauls finance sector
In his National Press Club address, Mulino said the Government is implementing a crackdown on harmful lead generation…
Absa wins GEPF custody contract long held by Standard Bank
Story audio is generated using AI Absa has won the contract to provide custody services for the Government…
Labor reveals super increase position amid ‘predatory’ practices crackdown
In BriefThe government ruled out lifting compulsory super above 12 per cent as debate over retirement savings grows.Labor…
Singapore strengthens asset management with new tax and talent measures
SINGAPORE – Singapore is seeking to strengthen its position as a leading asset management hub with three new…
EPFO’s insurance scheme explained: Here’s how members can file EDLI claims, avail up to ₹7 lakh benefit at no extra cost
The Employees Provident Fund Organisation (EPFO), provides insurance cover for salaried individuals in the private sector under its…
Pension schemes move billions to NSE amid rally
Pension schemes have increased their bets on quoted equities, moving billions of shillings from government securities to the…