Local wealth advisor Summit Financial Partners acquired by N.C. firm
From left: Strathmore Chief Investment Officer Zach Huneycutt, Director of Tax David Bardin, Summit Financial Partners President Jennifer…
How Marjorie Taylor Greene Locked In Her Taxpayer-Funded Pension For Life
It’s not much cash, and she doesn’t need it, but it’s enough to buy herself 210 MAGA hats…
Inheritance tax leaves family construction group ‘on a cliff edge’
A 90-year-old construction business is “looking over the cliff edge” due to planned changes to inheritance tax ahead…
Unmet HNW advice needs centring around inheritance and private markets
High-net-worth clients with between $5-10 million are found to have the greatest unmet advice needs, according to LGT…
6 ChatGPT prompts to help you budget better and manage your finances smartly
ChatGPT prompts: Managing money has become more complicated than ever, especially as living costs rise and financial goals…
I asked ChatGPT to build me the perfect SIPP and it suggested….
Image source: Getty Images I’ve built a portfolio of mostly FTSE 100 stocks inside a Self-Invested Personal Pension…
Advisers prepare for Budget as inheritance tax hits £5.2bn
Inheritance tax (IHT) receipts reached £5.2bn in the first seven months of the 2025/26 tax year, £200m higher…
‘My husband died before getting his state pension. Am I entitled to any of it?’ | Money blog | Money News
‘My husband died before getting his state pension. Am I entitled to any of it?’ Every Tuesday, we…
Pension fraudster ‘dressed as dead mother to claim her payouts while her body lay hidden in family home’
A 56-year-old man spent three years impersonating his dead mother to fraudulently collect her pension while her body…
£20,000 in savings? Here’s how you can use that to target an £8,000 yearly second income
Image source: Getty Images Investors looking to earn a second income through the stock market don’t strictly need…
Marjorie Taylor Greene’s Pension Details Explained as Critics Pounce
Representative Marjorie Taylor Greene timed her resignation from Congress to receive a hefty pension partially funded by taxpayer…
Private markets to account for more than half of global asset management industry revenues by 2030 – with global AuM to hit $200 trillion: PwC 2025 Global Asset & Wealth Management Report
Global assets under management to hit US $200 trillion by 2030
Under baseline projections, PwC research estimates global…