FT’s Cumbo departing after 27 years
Josephine Cumbo Financial Times reporter and editor Josephine Cumbo is departing after 27 years. “The next chapter is an exciting…
&Partners draws Upstate New York team with $864 million in assets
The Foothills Legacy Wealth Management team in Upstate New York. New York advisory practice Foothills Legacy Wealth Management…
Considering more RRIF withdrawal strategies, and where to find simple distribution data
My recent column on how to handle minimum withdrawals from registered retirement income funds (RRIFs) in the event…
Capita hears demand for pension scheme cleanup ‘loud and clear’ – but won’t say yes
PUBLIC SECTOR Outsourcer wants a commercial chinwag before agreeing to cover UK government’s recovery costs Capita has yet…
The EPF Scheme, 2026: Evolution Through Streamlined Compliance
Every major labour law reform raises an inevitable question: does it fundamentally alter workers’ rights and employers’ obligations,…
Deals & Moves: $608M Commonwealth Team Chooses Cetera
Cetera has brought in another Commonwealth Financial Network team, led by Edward Duffy and his Lexington Financial, which…
EPFO passbook portal restored after software upgrade; members can access accounts again ahead of 8.25% interest credit
The Employees’ Provident Fund Organisation (EPFO) has brought its passbook portal back online after nearly two weeks of…
Private renting could swallow pension savings in retirement
The number of pensioner households renting privately could more than triple over the next 20 years, meaning one…
Wealthtech Roundup: Envestnet, Vanguard Pair Tax-Aware Investing
Envestnet has announced an expanded relationship with Vanguard to integrate the investment management company’s Advisor’s Alpha framework into…
How to give your kids a superannuation kickstart, with help from the government
Saving for their retirement is probably the last thing on your children’s minds when they first start working,…
Dutch fund ABP wins approval to switch to new pension system
The Dutch central bank gave its approval to a request from pension fund ABP to convert to the…
From probate to inheritance tax: how to have an inexpensive death – The Times
From probate to inheritance tax: how to have an inexpensive death The TimesHike in probate fees by 75% from…