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Browsing Tag

Personal finance

11724 posts
PPersonal finance
PenCom
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Pension Contributions Surge 42% Despite Idle Accounts

  • September 1, 2026
Quarterly contributions into the Personal Pension Plan rose 42.46 per cent to N147.16m in the first quarter of…
PPersonal finance
Hightower taps Dispatch to unify client data across Signature Wealth platform
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Hightower taps Dispatch to unify client data across Signature Wealth platform

  • September 1, 2026
Data orchestration firm Dispatch will manage client records across custodians as Hightower Signature Wealth scales past $35 billion…
PPersonal finance
Brian Kovack, CEO of Kovack Financial Network on Scaling Advisory Practices
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Brian Kovack, CEO of Kovack Financial Network on Scaling Advisory Practices

  • September 1, 2026
Automation, niche focus and smarter regulation will decide which advisory practices scale and which stall, writes Brian Kovack…
PPersonal finance
America's best places to retire in 2026 revealed | Consumer
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America’s best places to retire in 2026 revealed | Consumer

  • September 1, 2026
The Sunshine State continues to shine brightly as the top place to retire in WalletHub’s annual Best and…
PPersonal finance
Hightower Picks Onboarding FinTech Dispatch for Signature Wealth
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Hightower Picks Onboarding FinTech Dispatch for Signature Wealth

  • September 1, 2026
Hightower Advisors, a Chicago-based wealth management firm with more than 800 advisors, will work with fintech Dispatch to…
PPersonal finance
Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See
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Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See

  • September 1, 2026
Wealth structuring conversations tend to begin with vehicles. Which trust, which foundation, which holding company, which jurisdiction. The…
PPersonal finance
Trust Has to Be Structured: Munish Randev on Building for the Next Generation
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Trust Has to Be Structured: Munish Randev on Building for the Next Generation

  • September 1, 2026
Every wealth manager in India will say that trust sits at the centre of the proposition. Rather fewer…
PPersonal finance
Here's What Retirement Could Look Like for a 65-Year-Old With Average Savings, Plus Social Security
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Here’s What Retirement Could Look Like for a 65-Year-Old With Average Savings, Plus Social Security

  • September 1, 2026
Retirement looks drastically different depending on how much you have saved, your lifestyle, and where you live. But…
PPersonal finance
Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See
Read More

Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See

  • September 1, 2026
Wealth structuring conversations tend to begin with vehicles. Which trust, which foundation, which holding company, which jurisdiction. The…
PPersonal finance
Will putting our savings in Raisin create issues for executor if we die? – The Irish Times
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Will putting our savings in Raisin create issues for executor if we die? – The Irish Times

  • September 1, 2026
My wife and I are in our early 80s. At present we have a six-figure sum in a…
PPersonal finance
Social Security's COLA bump may not offset what's coming
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Social Security’s COLA bump may not offset what’s coming

  • September 1, 2026
With the Social Security Administration’s 2027 cost-of-living adjustment announcement just weeks away, retirees are entering the last stretch…
PPersonal finance
The Retire Sooner Method: Plan a Fulfilling Retirement Beyond Savings
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The Retire Sooner Method: Plan a Fulfilling Retirement Beyond Savings

  • September 1, 2026
What is The Retire Sooner Method? getty Retirement planning has often been presented as a math problem: accumulate…
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