Meet the 2 men putting New York’s $300 billion pension fund in play for the first time in 20 years
On paper, New York State Comptroller is a sleepy job. No press secretary emerges from the office to…
Record Keepers Face Existential Threats From Fee Cuts
A recent DCIIA/TRAU study among 15 DC recordkeeping senior executives registered to attend the 2026 TRAU RPA Record…
Advisor Sentiment Index: Advisor Optimism Soars to New Highs
With a de-escalation of the conflict in the Middle East, falling oil prices and a slate of large…
Why financial education has to start before the estate plan does
Wealthspire’s Andrew Lendnal tells InvestmentNews that raising capable heirs matters more than building the perfect trust. Children who…
Retirees in This State May Face an Average Social Security Benefit Cut of More Than $496 in 6 Years
Social Security can’t keep going the way it has been for much longer. It’s been spending more money…
The Case for Holding VOO in Your Roth IRA
Quick Read VOO’s 0.03% expense ratio and 1.2% yield save a $500,000 Roth investor roughly $900 annually in…
Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice
BROOKLYN, N.Y.–(BUSINESS WIRE)–Maridea Wealth Management (“Maridea”) today announced the acquisition of Ashford Investment Advisors, a Daytona Beach, Florida-based…
AI May Push Wealth Managers to Focus on Ultra Rich
(Bloomberg) — Wealth managers keen to stay relevant in the age of artificial intelligence may soon find that…
10 things Americans need to know about the future of Social Security
10 Things Americans Need to Know About the Future of Social Security Social Security is a cornerstone of…
Some retirees could see a $1,000 or more boost thanks to a Social Security repeal
Some Social Security recipients are seeing bigger payments this year thanks to the way benefits are calculated. The…
FusionIQ Acquires Marstone, Uniting Two Digital Wealth Management Pioneers
WOBURN, Mass. & PROVIDENCE, R.I.–(BUSINESS WIRE)–FusionIQ, the innovative digital wealth management platform empowering financial institutions and advisors, today…
‘AI is a tool, not an authority’: Relying on AI for financial advice? Key risks investors should know
The use of AI for financial guidance has risen sharply in recent years. In the United Kingdom, around…