How advisors are winning Gen Z clients — and keeping them
From left: Jonathan Khalavsky, Caroline Louis, Patrick Mundlin, Michael Lubrani, Rylan Folts From college campus seminars to family…
Financial Planning Fraternity Gains Traction
The insurance and accounting professions have long had professional fraternities for college students pursuing those majors. And about…
Mark Your Calendar: Aug. 12 Is an Important Date for Social Security Retirement Beneficiaries
Social Security is the cornerstone of many retirees’ budgets. But with rising costs for just about everything, many…
CalSTRS posts 13.9% return for fiscal year, beats benchmark – Pensions & Investments
CalSTRS posts 13.9% return for fiscal year, beats benchmark Pensions & InvestmentsCalSTRS boasts 13.9% return, bringing progress toward pension…
Industry veterans launch AI data firm targeting wealth management’s infrastructure problem
Two former MoneyLion executives, with roots at Merrill Lynch and Barclays Wealth, are betting that fragmented data is…
The 7-Step Ladder a Professor Uses to Hit Financial Independence
Miguel Marquez has spent years making complex subjects easier to understand. Originally from Spain, the 47-year-old earned a…
59-Year-Old Who Inherited a $640,000 401(k) Is About to Hand the IRS $170,000
Quick Read The SECURE Act forces a 59-year-old earning $135,000 to drain an inherited $640,000 401(k) in 10…
Personal finance expert shares 10 frugal habits that create ‘middle-class millionaires’
Becoming a millionaire doesn’t exactly put you in the “super-rich” category like it used to. But building $1…
Retired Airline Pilot With $52,000 Pension and $1.4M Slammed by Three Layers of Tax
© AlexeyPetrov / iStock via Getty Images A 70-year-old retired airline captain has a comfortable setup: a $52,000…
Why many people lack financial literacy
I recently joined the board of my Manhattan co-op, and I love it. One of my duties is…
16 Democratic Lawmakers Press Treasurer Steiner for a Full Audit of Retirement Fund Risks
Willamette Week’s Monthly Donor Drive is on! When you support WW, you help keep Portland’s leaders accountable. Reporting…
Key Questions Advisors Must Ask Before Adopting AI
Time will tell when it comes to identifying where the cracks are in artificial intelligence, spilled by savvy…