Can the ‘Vanguard Effect’ Upend Wealth Management?
In the mid-1970s, Jack Bogle’s experiment with low-cost index funds at an asset manager owned by its investors…
$1.2B Legacy Edge Names Former Citizens Wealth Head as First CEO
Legacy Edge Advisors, a Syosset, N.Y.-based registered investment advisor with $1.2 billion in client assets, has hired Christopher…
Dozens of women report pension concerns to deputy
Deputy Lee Van Katwyk said that dozens of pensioners had now approached him over the past year with…
Here’s How Much the Maximum Social Security Benefit at 62, FRA, and 70 Could Change With a 3.6% 2027 COLA
The 2027 Social Security cost-of-living adjustment (COLA) could add up to $187 to the wealthiest Americans’ Social Security…
Conor Pope’s tips for saving money at home this winter
Conor Pope, Consumer Affairs Correspondent with The Irish Times, joined Oliver Callan on RTÉ Radio 1 to discuss…
How much money Americans in their 30s and 40s have in their 401(k)s
Boosted by a strong stock market, the average 401(k) balance jumped 10.5% from March through June — the…
Here’s the average Social Security check by age in 2026 — how does yours compare?
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Wealth management shake-up continues as more senior figures exit Davy and Unio – The Irish Times
Shane Toman, one of Davy’s most senior wealth managers, is leaving the group to join UBS’s operation in…
Legal battle over Hong Kong tycoon Lim Por-yen’s HK$2.9b estate set to rumble on
A 15-year legal battle over late tycoon Lim Por-yen’s HK$2.9 billion (US$371.8 million) estate is set to continue,…
Social Security recipients could see up to a $2,400 yearly raise under new proposed plan
Your support helps us to tell the story From reproductive rights to climate change to Big Tech, The…
Objectives First, Structures Second: Insights from Kshitij Kulkarni
The wealth structuring industry is not short of tools. Trusts, foundations, holding companies, variable capital companies, insurance structures…
The View | Hong Kong and Singapore property shrug off fund tax breaks
The long-standing rivalry between Asia’s two leading financial centres is heating up. As Hong Kong and Singapore compete…