One in five Kiwis expect $1 million or more in savings to retire – Westpac survey
“The most important thing people can do today is to make a plan,” he said. “Most of us…
Advisor moves: LPL welcomes back RayJay advisor trio in Texas
From left: Jon Burnett, Dan Fowler and Chad Carlile in Texas. Meanwhile, &Partners has drawn another Wells Fargo…
Raymond James Adds $1.75 Billion in Teams This Week
Raymond James added two teams this week, including a $1.25 billion Iowa-based group that joined its employee advisor…
How much you may need to retire, and why many are falling short
Most New Zealanders are not on track to have saved anything like enough money to achieve the things…
Lawmakers Demand Probe Into Fraudulent 401(k) Comments
Democratic lawmakers are urging the Justice Department and the FBI to investigate potential fraud in public comments in…
Betterment Launches AI Document Reader for Advisors
Betterment Advisor Solutions has launched an AI-powered document reader within its client onboarding experience that is meant to…
Inherited 1980s shares? How grandfathering rules save you from 2026 LTCG tax bill
If you have inherited physical shares that your father purchased several decades ago, subsequently converted them into demat…
Prudential Advisors has become Prudential Wealth Advisors in ‘milestone’ move
Prudential Wealth Advisors has over 3,000 advisors and has grown its assets under management more than 60% since…
Wealth Management Launches AI Agent
Wealth Management would like to present a new feature on its website, starting today. In the bottom right…
Modern Wealth acquires California RIA in sixth deal of 2026
The Auburn-based AWA Wealth Management brings $290 million in client assets and a 32-year planning legacy to the…
Advisor moves: Raymond James, Baird add significant teams in latest recruiting push
Independent broker-dealers snap up experienced advisors as competition for established practices intensifies. Raymond James and Baird both announced…
Corporate NPS: why India needs to flip the retirement savings default
The corporate NPS ecosystem is robust—attractive tax incentives, low fund management charges, strong long-term returns and flexibility unmatched…