Rockefeller Recruits $2 Billion Merrill Team in Ohio
Rockefeller Capital Management has recruited a 14-person team in Ohio to Rockefeller Global Family Office, the firm’s wealth…
How advisors are winning Gen Z clients — and keeping them
From left: Jonathan Khalavsky, Caroline Louis, Patrick Mundlin, Michael Lubrani, Rylan Folts From college campus seminars to family…
Financial Planning Fraternity Gains Traction
The insurance and accounting professions have long had professional fraternities for college students pursuing those majors. And about…
Mark Your Calendar: Aug. 12 Is an Important Date for Social Security Retirement Beneficiaries
Social Security is the cornerstone of many retirees’ budgets. But with rising costs for just about everything, many…
EPFO: UAN activation process moved to Umang app, here’s how — Stepwise guide and top FAQs answered
The Employees’ Provident Fund (EPF) is a government-backed investment and retirement savings option in India. Salaried individuals are…
Pension benefits increase as SSNIT pays GH¢7.6bn to retirees in 2025
The Social Security and National Insurance Trust (SSNIT) increased pension benefits in 2025, raising the minimum monthly pension…
Industry veterans launch AI data firm targeting wealth management’s infrastructure problem
Two former MoneyLion executives, with roots at Merrill Lynch and Barclays Wealth, are betting that fragmented data is…
The 7-Step Ladder a Professor Uses to Hit Financial Independence
Miguel Marquez has spent years making complex subjects easier to understand. Originally from Spain, the 47-year-old earned a…
Largest Age Pension increase since 2023
Age pension benefits from higher of two inflation measures The age pension is subject to a complicated indexation…
Retired Airline Pilot With $52,000 Pension and $1.4M Slammed by Three Layers of Tax
© AlexeyPetrov / iStock via Getty Images A 70-year-old retired airline captain has a comfortable setup: a $52,000…
National Pension Scheme Fund Screener Aug 2026: Shortlist consistent performers
This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also identify…
EPFO settles 8.3 crore claims in FY26; cheque leaf upload reform benefits 7 crore members, says govt – livemint.com
EPFO settles 8.3 crore claims in FY26; cheque leaf upload reform benefits 7 crore members, says govt livemint.comEPFO’s CITES…