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Personal finance

11125 posts
PPersonal finance
Gifting your teenager money for their super you could help them grow a first home deposit with the government’s help
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Gifting your teenager money for their super you could help them grow a first home deposit with the government’s help

  • July 14, 2026
Jul 15, 2026 – 5.00am If you could get a guaranteed, no-risk, 50 per cent return on a…
PPersonal finance
The Hill
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New Social Security COLA projections released for 2027 adjustment

  • July 14, 2026
(NEXSTAR) — A new projection estimates Social Security recipients may still be in line for a modest Cost…
PPersonal finance
Feathery Raises $30M for AI Wealth Management Tools
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Feathery Raises $30M for AI Wealth Management Tools

  • July 14, 2026
Feathery, which calls itself an artificial intelligence operating and decisioning system for financial services, announced that it has…
PPersonal finance
Stability, Flexibility And Wider Choice: Ben Quah On Labuan IBFC’s Role In Wealth Structuring
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Stability, Flexibility And Wider Choice: Ben Quah On Labuan IBFC’s Role In Wealth Structuring

  • July 14, 2026
Ben Quah, Chief Executive Officer of Labuan IBFC Incorporated, took to the stage during the “In the Hubbis…
PPersonal finance
Insurance-Based Wealth Structuring: From Protection to Global Family Planning
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Insurance-Based Wealth Structuring: From Protection to Global Family Planning

  • July 14, 2026
Hosted by Kshitij Kulkarni, Partner at 1291 Group, this WealthTHINK India 2026 table examined how international insurance is…
PPersonal finance
Merrill Lynch Speeds Up Team Placement for Trainees
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Merrill Lynch Speeds Up Team Placement for Trainees

  • July 14, 2026
Bank of America Merrill Lynch will allow advisor trainees in the firm’s development program to join existing advisor…
PPersonal finance
Wealth Transfer Will Boost Richest Families Most
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Wealth Transfer Will Boost Richest Families Most

  • July 14, 2026
(Bloomberg) — An unprecedented transfer of wealth in the coming decades is likely to disproportionately benefit America’s most…
PPersonal finance
EPFO automates PF transfer after job switch — Does it benefit private or exempted PF trust members?
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EPFO automates PF transfer after job switch — Does it benefit private or exempted PF trust members?

  • July 14, 2026
EPFO has made it easier for employees to transfer their provident fund balance after they switch employers. The…
PPersonal finance
Why insurance reporting delays raise red flags for IRA
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Why insurance reporting delays raise red flags for IRA

  • July 14, 2026
Kenya’s insurance sector has witnessed repeated cases of delays in submission of quarterly reports to the Insurance Regulatory…
PPersonal finance
For pension funds, tokenization’s real play is balance sheet management, not just 24/7 liquidity, Fidelity’s Lai says
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For pension funds, tokenization’s real play is balance sheet management, not just 24/7 liquidity, Fidelity’s Lai says

  • July 14, 2026
Tokenized products already exist, though mainly for investing. The most popular category is tokenized money market funds, primarily…
PPersonal finance
Trump says everyone in America is ‘profiting’ from his presidency — claims your 401(k) is up 85%. How to get your share
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Trump says everyone in America is ‘profiting’ from his presidency — claims your 401(k) is up 85%. How to get your share

  • July 14, 2026
Beata Zawrzel/ Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the…
PPersonal finance
Apac investors want more from active management than outperformance
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Apac investors want more from active management than outperformance

  • July 14, 2026
They are managing portfolios at a time when risks are compounding faster than established playbooks can handle ACTIVE…
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