KiwiSaver on hold: More than a million members aged 18 to 64 are not contributing
Some of these people would have been unemployed – there were 163,000 unemployed people in the March quarter.…
Sharon Osbourne files to remove accountant as executor to Ozzy’s estate
Sharon Osbourne filed to remove Colin Newman, her late husband Ozzy Osbourne’s long-term accountant, as an executor of…
In Your 40s? What You Need to Know About Social Security Benefit Cuts.
If you’re in your 40s, Social Security may be something you don’t think about too often. In reality,…
Cumbria University staff face ‘fire and rehire’ in pension row
“It is deeply disappointing that the University of Cumbria is seeking to use the outdated and discredited practice…
Views from 6,230: How AI Can Transform Wealth Management
Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting…
Do you need to be a millionaire to retire? Experts weigh in on the 15% rule.
With so many guidelines around saving for retirement — best practices, where to put your savings, and how…
401(k) Real Talk Episode 207: September 9, 2026
Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA…
What RMC No. 94-2026 means for retirement savers
While the shortness of life often encourages us to live in the present, it is equally important to…
EPF advance rules: Withdrawals for education, illness and housing are now easier, says EPFO
The Employees’ Provident Fund Organisation (EPFO), in a recent post on its official X handle, highlighted changes to…
Income-tax notice after family member’s death? ITAT ruling in ₹8.71 crore case offers key lessons for legal heirs
Taxpayers continue to receive reassessment notices years after filing their original returns, even in cases involving deceased individuals.…
The winners & losers of the managed accounts boom
Managed portfolios now account for 30 per cent of total advised FUA, up from just 16 per cent in 2021, but only some…
A 62-Year-Old Built a $6,400 Monthly Paycheck the Easy Way
Quick Read Generating $6,400 monthly requires roughly $1.6 million invested, a sum more than six times the average…