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Personal finance

11138 posts
PPersonal finance
Wealth and asset manager dealmaking climbs in H1 2026, even as mega-deals dry up
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Wealth and asset manager dealmaking climbs in H1 2026, even as mega-deals dry up

  • July 7, 2026
North American wealth deal count rises 20% but value drops as big-ticket transactions vanish. Wealth and asset management…
PPersonal finance
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Is a ₹35,000 monthly pension enough in Lucknow? Expert breaks down housing, healthcare, food and daily costs

  • July 7, 2026
When you retire with a fixed monthly pension of ₹35,000, financial planning becomes essential to balance everyday expenses,…
PPersonal finance
Kenyan pension funds back Kuramo's Sh64.5bn fundraising
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Kenyan pension funds back Kuramo’s Sh64.5bn fundraising

  • July 7, 2026
Local pension funds have participated in Kuramo Capital Management’s latest Sh64.5 billion ($500 million) fundraiser, underlining the private…
PPersonal finance
Dr Andrew Boswell questions where pensions investments go
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Dr Andrew Boswell questions where pensions investments go

  • July 7, 2026
You can choose to invest ethically if you wish – in companies that contribute positively to the world.…
PPersonal finance
RBC Wealth Management Names Asia FIM Head
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RBC Wealth Management Names Asia FIM Head

  • July 7, 2026
RBC Wealth Management Names Asia FIM Head RBC Wealth Management has appointed an industry veteran to lead its…
PPersonal finance
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Multiple marriages to family businesses: India’s new need for wealth managers

  • July 7, 2026
Not too long ago, most people associated wealth managers with stock tips and portfolio advice. If you had…
PPersonal finance
Irish asset and wealth management industry could be worth $9tn by 2030, says PwC – The Irish Times
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Irish asset and wealth management industry could be worth $9tn by 2030, says PwC – The Irish Times

  • July 7, 2026
Ireland’s asset and wealth management industry could expand in value to $9 trillion (€7.9 trillion) by the end…
PPersonal finance
Merrill’s Novice Advisors Now Allowed to Charge Top Rates
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Merrill’s Novice Advisors Now Allowed to Charge Top Rates

  • July 7, 2026
Merrill Lynch has reclassified a group of novice advisors to resemble their more veteran counterparts by permitting them…
PPersonal finance
The greatest gift to leave your family? A lump sum to pay off inheritance tax – The Irish Times
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The greatest gift to leave your family? A lump sum to pay off inheritance tax – The Irish Times

  • July 7, 2026
While the parent-to-child tax-free threshold on inheritance did increase to €400,000 in 2024, the sharp rise in property…
PPersonal finance
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New EPF Scheme 2026: Know withdrawal frequency limits for essential, housing and special needs

  • July 7, 2026
The Employees’ Provident Fund Organisation (EPFO) has rolled out a simplified framework for Provident Fund (PF) advance withdrawals…
PPersonal finance
Elderly, couple hiking and bird watching with adventure outdoor, hike together and fitness for active lifestyle. Nature, trekking and senior man pointing and woman with binocular, freedom and travel.
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Here’s how to invest £300 a month in the stock market to target a State Pension-beating second income

  • July 7, 2026
Investing regularly in the stock market harnesses the power of compounding — your gains generate their own gains,…
PPersonal finance
DWP State Pension Age changes today and what you can do about it
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DWP State Pension Age changes today and what you can do about it

  • July 7, 2026
Experts are warning the changes should serve as a wake-up call for anyone planning their retirement. While the…
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