Federal retirement processing times are slowing down
OPM’s retirement claim inventory in June was the lowest it’s been all year, coming in at just under…
France adds a new millionaire every 15 minutes. How does Europe compare?
Nearly one million people joined the ranks of US dollar millionaires worldwide in 2025, according to UBS, equivalent…
&Partners Adds $864M Team From Wells Fargo Advisors
&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo…
$2,500 a Month in The Villages: Here’s How to Retire There at 62 Without Touching Your Savings
A $2,500 monthly retirement in The Villages is possible, but only in a narrow version of the plan.…
&Partners draws Upstate New York team with $864 million in assets
The Foothills Legacy Wealth Management team in Upstate New York. New York advisory practice Foothills Legacy Wealth Management…
He Claimed Social Security at 62 Against His Advisor’s Advice. At 78, His $900,000 Portfolio Says It Was the Right Call.
Quick Read Claiming Social Security at 62 provided $16,800 yearly, letting a $500,000 portfolio compound untouched while the…
FT’s Cumbo departing after 27 years
Josephine Cumbo Financial Times reporter and editor Josephine Cumbo is departing after 27 years. “The next chapter is an exciting…
Active decision-making, not wealth alone, drives women’s financial confidence, study finds
Beacon Pointe’s 10,000-woman survey links advisor relationships to sharper money confidence. Fewer than a third of women describe…
With more people and larger fortunes, the UHNW wealth transfer takes on new complexity
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up…
Wealthtech Roundup: Envestnet, Vanguard Pair Tax-Aware Investing
Envestnet has announced an expanded relationship with Vanguard to integrate the investment management company’s Advisor’s Alpha framework into…
Suspend Your Social Security on Purpose and Watch Your Check Grow
© Vlada Karpovich from corelens and relif from Getty Images If you’re already collecting Social Security and wish…
Invest in Britain or I’ll force you to, minister tells pension funds | Pensions industry
The business secretary, Peter Kyle, has told UK pension funds to “get off their high horses” and invest…