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Personal finance

11007 posts
PPersonal finance
Corient Acquires $2.6B Cayman Islands Family Office
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Corient Acquires $2.6B Cayman Islands Family Office

  • September 23, 2026
Corient is planting a flag in the Cayman Islands with the acquisition of a $2.6 billion multi-family office.…
PPersonal finance
Should the U.S. raise payroll taxes to save Social Security?
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Should the U.S. raise payroll taxes to save Social Security?

  • September 23, 2026
Eliminating the funding shortfall in Social Security solely by raising payroll taxes could cost the typical U.S. worker…
PPersonal finance
Lifemaxxing: How Americans balance saving and spending
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Lifemaxxing: How Americans balance saving and spending

  • September 23, 2026
“Maxxing” is very in right now. Americans, especially the Gen Z cohort, have hopped onto a number of…
PPersonal finance
Captrust Adds $1.2B in Double Deal for Long Island RIAs
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Captrust Adds $1.2B in Double Deal for Long Island RIAs

  • September 23, 2026
Captrust Financial Advisors, a Raleigh, N.C.-based registered investment advisor with $1.3 trillion in assets under advisement, has acquired…
PPersonal finance
Succession drives Wisconsin advisory team to Carson Group
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Succession drives Wisconsin advisory team to Carson Group

  • September 23, 2026
The Wauwatosa-based fiduciary team brings $145 million in client assets to Carson Wealth’s Great Lakes platform. A Wisconsin…
PPersonal finance
Savvy Wealth Launches New Custodial Platform for RIAs
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Savvy Wealth Launches New Custodial Platform for RIAs

  • September 23, 2026
Savvy Wealth, an AI-native RIA managing $9 billion in AUM and with more than 150 advisors, has launched…
PPersonal finance
From House View to Client Portfolio
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From House View to Client Portfolio

  • September 23, 2026
The third panel at the Hubbis Investment Forum – Singapore 2026 followed an investment idea from the chief…
PPersonal finance
An AI-Native Operating System for Wealth: Oz Zhiyenkul on Investbanq
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An AI-Native Operating System for Wealth: Oz Zhiyenkul on Investbanq

  • September 23, 2026
​​​​​​​Technology has transformed transactional banking much faster than wealth management. Many wealth institutions still rely on combinations of…
PPersonal finance
Thinktank linked to Reform UK calls for abolition of state pension | Reform UK
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Thinktank linked to Reform UK calls for abolition of state pension | Reform UK

  • September 23, 2026
A thinktank linked to Reform UK has called for the abolition of the state pension and £75bn worth…
PPersonal finance
8th Pay Commission: 25 FAQs on latest updates, salary, pension, fitment factor and key dates
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8th Pay Commission: 25 FAQs on latest updates, salary, pension, fitment factor and key dates

  • September 23, 2026
The Centre constituted the 8th Pay Commission on 3 November 2025. Headed by Justice Ranjana Prakash Desai, the…
PPersonal finance
Việt Nam faces growing challenge of financing longer retirements
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Việt Nam faces growing challenge of financing longer retirements

  • September 23, 2026
  Speakers at a discussion on financial decision-making and risk…
PPersonal finance
Daughter of mining executive sues mother over multi-million-dollar farm inheritance
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Daughter of mining executive sues mother over multi-million-dollar farm inheritance

  • September 23, 2026
The daughter of a mining executive who was killed in a plane crash 20 years ago is suing…
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