People Moves: Modera Hires State Street Alum as CIO
Modera Wealth Management, a Westwood, N.J.-based registered investment advisor overseeing $17.5 billion in assets, appointed Gaurav Mallik as…
SEC Proposes Rule Making E-Delivery the Default Option
The Securities and Exchange Commission proposed a rule to make e-delivery the default option for registrants (including broker/dealers…
Social Security Recipients May Be in Line for Another Outsized COLA Boost
Social Security beneficiaries are marching their way toward a decent-sized payment increase this coming January. That’s one of…
Prince William’s controversial inheritance each year uncovered
Prince William, 44, received a private income of £21.6 million from the vast land and property portfolio, the…
5 Things to Do Now to Retire in One Year or Less
Checklist To Retire in One Year or LessMap out a budget for the first 10 years of retirement.Formulate…
RIA Buyers Predict Valuation Flatline
Consolidators in the wealth management industry expect a years-long rise in registered investment advisor valuations to finally flatline…
Creative Planning Acquires Commercial Insurance Firm
Creative Planning, an Overland Park, Kan.-based registered investment advisor with about $710 billion in assets under management and…
Can you inherit a home in a 55-plus community? Attorney explains what the law says amid Jacksonville HOA dispute
JACKSONVILLE, Fla. – After News4JAX reported on a Jacksonville woman fighting to stay in the home she inherited…
Florida daughter Bethany Michel says HOA is trying to force her out of 55-plus community after inheriting home from dad
A 28-year-old homeowner says she is being forced out of her father’s 55-and-over after inheriting the home following…
Regulators clear way to rewrite annuity illustration rules – Insurance News
A National Association of Insurance Commissioners’ committee voted Monday to reopen the annuity disclosure model to give regulators…
Architects of Legacy: Cone Marshall Group’s Chung Yin O on Legal Precision, Independence, and Global Trust Structuring
Chung Yin O, Regional Director of Legal and Operations at Cone Marshall Group, took to the stage during…
Five Financial Advisors Who Played Professional Soccer
The 2026 FIFA World Cup is entering the semifinal stage this week, with Argentina facing England and France…