Pontera Adds Option for Advisors to Guide 401(k) Savers
Pontera, a New York-based technology provider serving advisors in managing held-away retirement savings assets, has announced new functionality…
Kestra Hires BlackRock Distribution Exec to Lead Wealth Management
Kestra Financial, an independent broker-dealer and RIA based in Austin, Texas, has hired a BlackRock sales executive to…
Don’t let a retirement planning mistake cost you six figures — new guide for Utah retirees
“Every day, we see hard-working families who saved diligently for retirement but are paying far more in taxes…
Why Heir Readiness Matters More Than Estate Planning
You’ve already solved the hard part. The trust is airtight, the tax exposure minimized, and the wealth transfer…
Is your 401(k) at risk if you’re in debt? Here’s what you need to know to protect your retirement savings
The average American with a 401(k) becomes a millionaire in their 50s -but can debt collectors derail that…
Experience, Independence and Bespoke Execution: Kelvin Leong on Merliance Capital’s Client Proposition
Ultra-high net worth (UHNW) families rarely require a single product or service. Their needs may span portfolio management,…
Kestra Hires Wealth Management Head from BlackRock
Kestra Financial, an Austin, Texas-based broker/dealer and registered investment advisor, has appointed former BlackRock executive Kelly Apple as…
The Optimal Setup for Your Investment Portfolio As Retirement Nears
The 4% rule for retirees is easy enough to understand in theory: withdraw that much of your portfolio…
New rules to apply to SMSFs as Mulino overhauls finance sector
In his National Press Club address, Mulino said the Government is implementing a crackdown on harmful lead generation…
Advice reforms a win for big super – The Australian
Advice reforms a win for big super The Australian‘It was devastating’: Superannuation lost to dodgy switching schemes ABC News &…
Singapore strengthens asset management with new tax and talent measures
SINGAPORE – Singapore is seeking to strengthen its position as a leading asset management hub with three new…
How Much a Typical Couple Needs to Retire in Every State and What Size Nest Egg Is Required
Key Takeaways A typical American couple needs about $1.16 million saved to retire comfortably, but this amount varies…