Ex-Baird Managers’ RIA Recruits $1.4B Team From Former Firm
A team led by a father-and-son duo overseeing $1.4 billion at Baird Wealth Management has departed the regional…
Deals & Moves: RFG Caps Record Recruiting Run with $100M Advisor
RFG Advisory Nears $9B in Client Assets With $100M Advisor From Farther RFG Advisory crossed $1.5 billion in…
Deadline for public servants to apply for early retirement arrives – CTV News
Deadline for public servants to apply for early retirement arrives CTV NewsMore than 9,100 federal workers apply for early…
Why the 4% Withdrawal Rule Breaks Down for Retirees Who Retire at 55
The 4% withdrawal rule has been a fixture of retirement planning for three decades and for good reason.…
I’m 40 and my advisor wants me to switch from Roth to traditional 401(k). Dave Ramsey says it’s a million-dollar mistake
Quick Read Ramsey argues that switching to a traditional 401(k) saves taxes on $600,000 in contributions while forcing…
Final round of July Social Security checks hit this week — find out if you qualify for the maximum payout
Social Security checks are set to hit bank accounts this week. MargJohnsonVA – stock.adobe.com The third and final…
Zeplyn Launches AI Advisor Coaching for Wealth Firms
Zeplyn, which provides an AI operating system for wealth management firms has launched Advisor Coaching, a capability that…
16 Tourist Attractions Families Say They’ve Started Skipping Because of Rising Costs
Rising travel costs are changing how families plan their vacations. The U.S. Travel Association expects travelers to favor…
Why COLAs Have Lost Retirees 14% of Their Buying Power Since 2016
The average Social Security benefit is the highest it’s ever been, $2,084 per month as of June 2026.…
AI in wealth management: budgets surge but ROI remains elusive
From generative AI on trading desks to personalized portfolio tools, financial firms are spending big on AI, but…
Mozambican pensioners now receive payments through the banking system
Photo: O País All state pensioners in Mozambique transitioned to receiving their pensions via the banking system by…
Roth Conversion Strategy Cuts $1.5 Million 401(k) Tax Bills in Half for Early Retirees
© Andrey_Popov / Shutterstock.com A married couple, both 65, retired last year with $1.5 million stacked inside traditional…