South Africa’s largest bank loses custody of $217.6 billion pension fund after 30 years
The transfer officially took effect in August 2026 after Absa won a competitive contract to become the…
Forget the 4% Rule: Why Retirees Should Spend Even More Conservatively
Earlier this month, I detailed a conversation I had with Bill Bengen, the creator of the 4% rule…
Q&A: Consultant’s First Take on Edward Jones’ Digital Wealth Service
Edward Jones & Co. is piloting a program called Edward Jones Digital Managed Solutions, a mostly automated investment…
Social Security’s Trust Fund Runs Dry in 2032. 3 Moves to Make Before Benefits Face a 22% Cut
If you’ve been following Social Security in the news, you may be aware that the program is facing…
The IPO Boom Is a Test for Advisors and Their Platforms
The IPO market is back. After a dearth of public listings over the past few years, companies are…
Fidelity’s 401(k) benchmark leaves many 50-year-olds short
Fidelity Investments’ first-quarter data puts the average balance in employer-sponsored 401(k) retirement plans for savers aged 50 to…
Milwaukee Co. supervisor calls for overhaul of part-time employee pension program
Milwaukee County supervisor calls for overhaul of part-time employee pension program Milwaukee County Supervisor Sheldon Wasserman said the…
Make A Will Month
Baltimore (WBFF) — August is ‘Make a Will’ month, encouraging people to stop putting off their estate preparations.…
NASA retiree Dr. Sylvia Washington of Winfield says pension disappeared, Illinois Senator Duckworth cites broader backlog concerns
WINFIELD, Ill. (WLS) — A west suburban woman says she has spent nearly two years trying to access…
Osaic adds $367M multigenerational team from Ameriprise in Iowa
From left: Chad Sarsfield, Brennan Dorighi, and Coy Sarsfield of IronGate Services in Cedar Rapids, Iowa. The multigenerational…
Financial expert explains fees in money management
Financial expert explains fees in money management Financial expert Kathryn McCall, a CAPTRUST vice president, joined KCRA 3…
Cabinet budgets for pension increase
ADD-ONS: Benefits for public workers are to be adjusted and a NT$2,000 increase in professional or supervisory allowances…