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…
Asked on Reddit: How Can I Stop Living Paycheck to Paycheck? | Finance
A Redditor recently shared that even on a salary of $88,000 at age 29, they are struggling to…
How much is needed in superannuation for $1500 in weekly passive income?
When it comes to superannuation, it pays to have a target in mind when you’re putting money away…
Financial expert explains fees in money management
Financial expert explains fees in money management Financial expert Kathryn McCall, a CAPTRUST vice president, joined KCRA 3…
The IPO Boom Is a Test for Advisors and Their Platforms
The IPO market is back. After a dearth of public listings over the past few years, companies are…
Downsizer super contributions: How they work and the common mistakes to avoid
Downsizer contributions are special super contributions that can be made by older people who sell a home. They…