Kestra Financial names Kelly Apple as head of wealth management
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle. Kestra Financial has appointed…
Cash boost for millions of Aussies
Millions of Aussies will receive a fortnightly cash boost after September 20. More than five million Australians will…
3 of the Top Flat‑Fee Financial Advisor Companies: Well-Known Fiduciary Firms to Consider
What is a flat‑fee financial advisor? A flat fee is the second-most common way for financial advisors to…
A Wider Investment Reach: Robert Ramos on RCBC Trust Corporation’s Next Phase
RCBC Trust Corporation has changed considerably since its days as the Trust and Investments Group within Rizal Commercial…
Independence, Capability and the Human Adviser: Alfred Chia on SingCapital’s Expanding Proposition
Singapore’s financial advisory sector is moving into a broader and more sophisticated phase. Retirement adequacy remains an urgent…
Intellicheck targets wealth management with new ID verification deployment
The indirect sales strategy for Intellicheck has resulted in a customer win in the financial services segment. One…
His Ski-Season Job Stretched From December Into Summer. Social Security Split It Across Two Earnings Years.
Quick Read Social Security splits a job’s earnings at midnight on January 1, applying separate annual limits regardless…
What Every 60-Year-Old Should Know About Social Security
When you’re 60 years old, you’re not quite at the age when you’re eligible for Social Security retirement…
5-15% Yields: The Ultimate 6 Monthly Dividend Mix For Early Retirement
This article was written by Follow Samuel Smith has a diverse background that includes being lead analyst and…
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…