$1.2B Legacy Edge Names Former Citizens Wealth Head as First CEO
Legacy Edge Advisors, a Syosset, N.Y.-based registered investment advisor with $1.2 billion in client assets, has hired Christopher…
Australia’s retirement confidence cliff starts at 40
As super balances grow and retirement draws closer, you’d expect Australians to become steadily more confident about life…
How to Build $2,600 a Month in Dividend Income to Cover the Average Social Security Check, Starting From Zero
Replacing a Social Security check with dividend income sounds straightforward until you realize the yield you chase determines…
Is it realistic for Ferdinand, 51, and Alice, 50, to retire in a few years?
Open this photo in gallery: Alice and Ferdinand want to know if ‘Freedom 55’ is possible for them.Chad…
Can the ‘Vanguard Effect’ Upend Wealth Management?
In the mid-1970s, Jack Bogle’s experiment with low-cost index funds at an asset manager owned by its investors…
How RIAs Can Scale Growth Without Losing Profitability
Mergers and acquisitions, market gains and advisor transitions alone no longer signal business strength and sustainability. For RIAs…
Super at 68? Departing National MP calls for pension age to start rising in 2029
Outgoing National MP Andrew Bayly is using his final days in Parliament to urge all parties to start…
Here’s the average Social Security check by age in 2026 — how does yours compare?
Photo by Wavebreakmedia / Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in…
Top wealth management executive leaves Davy and it’s a good time to be an accountant – The Irish Times
One of Davy’s most senior wealth managers is leaving the firm to move overseas, the latest high profile…
How remote and online wills can be declared invalid by Australian courts
Aug 28, 2026 – 5.00am The will that 92-year-old Wilma Annette Pusterla made just weeks before she died…
Your Daily FinanceScope for August 28, 2026
The best things in life are free, but we could all use some extra cash. Let us lead…
Objectives First, Structures Second: Insights from Kshitij Kulkarni
The wealth structuring industry is not short of tools. Trusts, foundations, holding companies, variable capital companies, insurance structures…