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Personal finance

10949 posts
PPersonal finance
A London bachelor died with a £2.7 million estate and no will in 2018; a High Court DNA battle over his father’s relationships decided who inherited the fortune | World News
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A London bachelor died with a £2.7 million estate and no will in 2018; a High Court DNA battle over his father’s relationships decided who inherited the fortune | World News

  • October 21, 2026
McDonald Noel, a wealthy London bachelor who died in 2018, aged nearly 84, left behind a £2.7 million…
PPersonal finance
RIA Edge: AI Is Being Used By RIAs, But Gap Remains on Strategy
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RIA Edge: AI Is Being Used By RIAs, But Gap Remains on Strategy

  • October 20, 2026
Registered investment advisors have adopted artificial intelligence at a staggering pace over the past couple of years, but…
PPersonal finance
Social Security's latest COLA may fall short for retirees. Here's why.
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Social Security’s latest COLA may fall short for retirees. Here’s why.

  • October 20, 2026
The Social Security Administration announced a 3.6% cost-of-living adjustment (COLA) for 2027.  It’s the largest increase since 2023…
PPersonal finance
Elevation Point Backs Truing Capital Advisors in Las Vegas
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Elevation Point Backs Truing Capital Advisors in Las Vegas

  • October 20, 2026
Elevation Point, a minority investor in independent and breakaway advisors launched in 2024 by former Sanctuary Wealth CEO…
PPersonal finance
From Product Selection to Portfolio Purpose: Adrien Lalau on BNP Paribas Wealth Management’s Funds Advisory Agenda
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From Product Selection to Portfolio Purpose: Adrien Lalau on BNP Paribas Wealth Management’s Funds Advisory Agenda

  • October 20, 2026
​​​​​​​Private wealth clients are operating in a more complex investment environment. Passive strategies have changed the economics of…
PPersonal finance
Partners Group Cuts Fees to Ease Global Value Overhaul
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Partners Group Cuts Fees to Ease Global Value Overhaul

  • October 20, 2026
(Bloomberg) — Partners Group Holding AG is reducing management fees at a key evergreen fund as it seeks…
PPersonal finance
Robertson Stephens Tops $10B with Institutional Consultant Deal
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Robertson Stephens Tops $10B with Institutional Consultant Deal

  • October 20, 2026
Bay Area-based Robertson Stephens Wealth Management has acquired Milwaukee-based Alpha Investment Consulting Group, an institutional consulting business, bringing…
PPersonal finance
Henley & Partners’ Amal Ouhdouch: Connecting Residence, Citizenship and Education with Family Wealth Planning
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Henley & Partners’ Amal Ouhdouch: Connecting Residence, Citizenship and Education with Family Wealth Planning

  • October 20, 2026
At the Hubbis Wealth Planning & Structuring Forum – Dubai 2026, Amal Ouhdouch, Associate Director Private Clients at…
PPersonal finance
Wealth transfer fails when families skip the hard talks
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Wealth transfer fails when families skip the hard talks

  • October 20, 2026
Rockefeller Capital Management’s Mallory Findley on how avoiding conversations risks derailing even the best-laid estate plans. Families that…
PPersonal finance
On the Move: Nicola adds family office lead; St. Jacobs-based practice moves to PWL
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On the Move: Nicola adds family office lead; St. Jacobs-based practice moves to PWL

  • October 20, 2026
Open this photo in gallery: In Nicola Wealth’s Calgary office, Chris Gandhu joins Cassandra Cross, who has been…
PPersonal finance
WEALINS’ Barbara Stel: Assessing the Whole Family Before Structuring Cross-Border Wealth
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WEALINS’ Barbara Stel: Assessing the Whole Family Before Structuring Cross-Border Wealth

  • October 20, 2026
At the Hubbis HNW Insurance Summit – Zurich 2026, Barbara Stel, Senior Case Structuring Officer at WEALINS, explained…
PPersonal finance
7 habits of successful savers in Ireland
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7 habits of successful savers in Ireland

  • October 20, 2026
Financial advisor Ralph Benson of Moneycube.ie shares his top tips for saving money in Ireland. Being good with…
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