[en-US] Business : Personal finance – Latest

Social Security COLA for 2027 may jump to 4.7%, one estimate finds. This chart shows prices driving the increase - CNBC

1. Social Security COLA for 2027 may jump to 4.7%, one estimate finds. This chart shows prices driving the increase  CNBC
2. Social Security benefits predicted to rise by $77 on average in latest COLA estimate  MLive.com
3. Inflation Is Boosting Next Year’s Social Security Raise. Here’s the New Estimate.  Barron's
4. The Multiplier Effect: Why a Higher Starting Social Security Benefit Pays You More Every Single Year  FEDweek
5. Higher inflation could add this much per month in 2027 Social Security benefits boost  Detroit Free Press

Sacramento County Employees terminates small-cap growth equity manager - Pensions & Investments

NYC Comptroller Levine and Pension Boards Announce Search for Asset Managers to Provide Passive Indexing Investment Services - NYC.gov

1. NYC Comptroller Levine and Pension Boards Announce Search for Asset Managers to Provide Passive Indexing Investment Services  NYC.gov
2. NYC Pensions to Seek Bids for Index Funds Run by BlackRock, State Street  Bloomberg.com
3. BlackRock gets fresh chance to keep NYC pension assets despite climate concerns By Reuters  Investing.com
4. BLK, STT In Focus — Who Will Manage New York City’s $92B Pension Portfolio?  Yahoo Finance
5. NYC Comptroller reviews BlackRock and State Street mandates in $87bn portfolio shakeup  Net Zero Investor

Americans Aren’t Money Savvy, and They’re Only Getting Worse - The New York Times

1. Americans Aren’t Money Savvy, and They’re Only Getting Worse  The New York Times
2. American Financial Literacy Hits New Lows  NewsRadio 740 KTRH
3. Americans Got Less Than Half Of Financial Literacy Questions Right — The Worst Score Ever Recorded: Survey  Benzinga

Money managers, pension funds extend AI hiring as adoption accelerates - Pensions & Investments

1. Money managers, pension funds extend AI hiring as adoption accelerates  Pensions & Investments
2. People & Company News, Week of June 12, 2026  connectmoney.com
3. SEI Makes Raft Of Top-Level Appointments  Wealth Briefing
4. SEI Investments : Appoints Head of International Private Banking and Wealth Management Services  marketscreener.com
5. SEI appoints AI chiefs to speed up strategy & data  IT Brief UK

Creative Planning CEO Resists Taking the Firm Public - Wealth Management

‘Save your marriage’: Indiana dad says he’s $75,000 in debt and his wife is ready to walk. Here’s how Dave Ramsey says he can still fix this - moneywise.com

Want $2 Million in Retirement Savings? Here's What You'll Need to Save Monthly. - Yahoo Finance

1. Want $2 Million in Retirement Savings? Here's What You'll Need to Save Monthly.  Yahoo Finance
2. Gen X is getting squeezed in a crucial decade for its financial future  NBC News
3. Retiring with $2 million? Here's the lifestyle you might have.  MSN
4. $1.2M Nest Egg at 70 Translates to Only $32,000 of Real Annual Spending  AOL.com
5. How Much Should You Have in Your 401(k) at 50? The Average Balance Might Concern You  FinanceBuzz

NY Comptroller hopefuls held ICE-linked stocks they now criticize - Times Union

1. NY Comptroller hopefuls held ICE-linked stocks they now criticize  Times Union
2. DiNapoli skips debate as Democratic comptroller challengers face off on CBS6  WRGB
3. Scarsdale Democrats Support Tom DiNapoli for NYS Comptroller  Scarsdale 10583
4. Can anyone unseat Tom DiNapoli? Meet NY comptroller candidates  Times Herald-Record
5. Raj Goyle: N.Y. needs a new state comptroller  New York Daily News

Korea Pension Fund’s Pivot Amplified Stock Swings, Barclays Says - Bloomberg.com

3 Big Required Minimum Distribution (RMD) Rule Changes that Have Taken Effect in Recent Years -- and What They Mean for Retirees - The Motley Fool

1. 3 Big Required Minimum Distribution (RMD) Rule Changes that Have Taken Effect in Recent Years -- and What They Mean for Retirees  The Motley Fool
2. A 73 Year Old With $1.6 Million in a Traditional 401(k) Faces a $60,400 First RMD That Quietly Triggers an IRMAA Surcharge  Yahoo Finance
3. How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent  24/7 Wall St.
4. Still Earning at 69 With a $300,000 IRA? Why Funding a Traditional Account Now Can Backfire at 73  AOL.com
5. A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket  24/7 Wall St.

From Product Sales to Fiduciary Advice: Ann Marie Regal on Avrio Wealth - Hubbis

New report warns Social Security trust fund could run short by 2032 - WSET

1. New report warns Social Security trust fund could run short by 2032  WSET
2. What current, future retirees should know about potential Social Security shortfall  ABC News - Breaking News, Latest News and Videos
3. Social Security shortfall expected to accelerate, with funds at critical low in 2032  The Washington Post
4. House Republican says Congress ‘needs to get their act together’ on Social Security ahead of deadline  The Hill
5. Social Security at Risk for Cuts by 2032, Unless Congress Acts  The New York Times

Unchecked Bureaucracy: Social Security's New Retirement Rules - RealClearMarkets

1. Unchecked Bureaucracy: Social Security's New Retirement Rules  RealClearMarkets
2. Official: Government will cancel the retirement benefits of all beneficiaries who work less than these years  El Cronista
3. Social Security credits: How to get them and how many you need to be eligible for retirement  Diario AS
4. The Five-Year Disability Rule a 53-Year-Old Worker Did Not Know Could Disqualify Her From SSDI  AOL.com
5. New Government Rule Denies Retirement to Thousands Based on Years Worked  El Cronista

CalPERS names deputy CIO of private markets, total fund management director ahead of TPA launch - Pensions & Investments

1. CalPERS names deputy CIO of private markets, total fund management director ahead of TPA launch  Pensions & Investments
2. Exclusive | Calpers Expands Role of Manager Who Led Private-Equity Revamp  WSJ
3. CalPERS Names Private Markets, TPA Investment Heads  FIN News
4. Calpers promotes Anton Orlich to deputy CIO for private markets  Alternative Credit Investor
5. CalPERS: PE remains the pension’s ‘top-performing asset class’  Private Equity International

How an RBC Wealth Management financial advisor brought in more than $135 million in assets from a single transaction - AdvisorHub

Many older millennials are over $400K short of key retirement targets for their 40s - New York Post

Advisor moves: Raymond James reels in $620M Stifel team in Utah - InvestmentNews

bQuest Wins Best of Show at WealthStack Demo Competition - Wealth Management

More Than Half of RIA Assets Are Controlled by 2% of Firms: Study - AdvisorHub

1. More Than Half of RIA Assets Are Controlled by 2% of Firms: Study  AdvisorHub
2. RIA Consolidation Will Push the Channel Past $4T in 10 Years: Cerulli  ThinkAdvisor

If You Haven't Considered These 3 Things, You Might Apply for Social Security at the Wrong Time - Yahoo Finance

1. If You Haven't Considered These 3 Things, You Might Apply for Social Security at the Wrong Time  Yahoo Finance
2. Social Security’s fine print: the income rule that can shrink your monthly benefit check  Diario AS
3. Your Social Security might be smaller than you think: Here’s what’s cutting into it  MSN
4. The Social Security Review Every Near-Retiree Should Do  money.com
5. Retirement Planning: 4 Reasons Delaying Social Security Past 65 Can Backfire  AOL.com

Falling births to hit France's pension deficit from 2045 - Reuters

1. Falling births to hit France's pension deficit from 2045  Reuters
2. As France faces demographic decline, immigration emerges as both political and economic necessity  Le Monde.fr
3. France Faces New Era of Slumping Births and Demographic Decline  Bloomberg.com
4. France faces deeper pension deficit as population ages  AnewZ
5. France Faces Historic Demographic Tipping Point as Births Plummet  streamlinefeed.co.ke

EXCLUSIVE: New survey finds Californians increasingly worried about retirement security - FOX40

AI Valuations Spark Bubble Fears Among Advisors - Wealth Management

1. AI Valuations Spark Bubble Fears Among Advisors  Wealth Management
2. The AI Bubble Monitor  cepr.net
3. ‘Yet another way in which 2026 is looking like 1999’: Top analyst fears bubble popping with investors and Wall Street out over their skis  Fortune
4. Friday essay: despite the AI hype, some experts warn of a bubble – what happens if it pops?  The Conversation
5. The AI Bubble, Financial Risk, and Why Big Tech Should Not Be Bailed Out with Matthew Scherer  The Capitol Forum

JPMAM manager quits to be a professional runner - Citywire

Should You Make Roth or Traditional Retirement Plan Contributions? It Depends - Morningstar

Why political changes in Mexico are luring in global asset managers - Pensions & Investments

1. Why political changes in Mexico are luring in global asset managers  Pensions & Investments
2. Blue Owl, Ares Court Mexico’s $500 Billion Pension Fund Windfall  Bloomberg.com
3. Ashmore Group gains regulatory approval for operations in Mexico  London South East
4. Ares, Blue Owl vie to help manage $500B of Mexican pension fund - report (OWL:NYSE)  Seeking Alpha
5. Private Capital Giants Chase Mexico's $500 Billion Pension Opportunity  TradingView

Wisconsin DOJ Opposes Federal Retirement Investment Proposal - Daily Dodge

1. Wisconsin DOJ Opposes Federal Retirement Investment Proposal  Daily Dodge
2. Opinion: Should 401(k) investors get the same options as the wealthy?  Grand Forks Herald
3. Edelman CEO on Alternatives in 401(k)s and Advice  Wealth Management
4. Advocacy Supports EBSA Rule Clarifying Fiduciary Duties  Office of Advocacy (.gov)
5. Why the DOL’s alts proposal could shift 401(k) conversation around fees  Pensions & Investments

8 Money Moves You Can Make This Month To Strengthen Your Retirement Plan - Yahoo Finance

A millennial who hit 'Coast FIRE' says the first step to financial independence has nothing to do with number-crunching - Business Insider

1. A millennial who hit 'Coast FIRE' says the first step to financial independence has nothing to do with number-crunching  Business Insider
2. Michigan father, 44, says he built a $550,000 ‘cheat code’ to financial freedom — here’s how he did it  Yahoo Finance
3. Michigan father, 44, says he built a $550,000 ‘cheat code’ to financial freedom and plans to coast to retirement — here’s how he did it  AOL.com

Scenes from Day 2 of Wealth Management EDGE - Wealth Management

1. Scenes from Day 2 of Wealth Management EDGE  Wealth Management
2. Wealth Management EDGE Features AI Panels and Tech Demos  Let's Data Science
3. Could AI Create a Sea of Sameness in the Industry?  Wealth Management
4. Hot Takes: AI Will Improve Advice Quality Not Scale Says Kitces  Wealth Management
5. Wealth Management EDGE Conference Kicks Off in Florida  Wealth Management

A look at how changes to Tier 6 could impact municipalities in New York State - WRGB

They Want To Know At What Age Can A Typical Middle-Class Family Expect To Hit $1M In Retirement Savings. Nobody Around Them Wants To Share - Yahoo Finance

Organic Growth Strategies from RIA Leaders - Wealth Management

1. Organic Growth Strategies from RIA Leaders  Wealth Management
2. Marketing that brings in clients; an IPO reality check; equity comp that boosts RIA valuation; reassessing active v. passive  LinkedIn
3. What Winning RIAs Are Doing Differently in a More Competitive Market  Wealth Management

Rudy Adolf’s Second Act - Wealth Management

Morningstar’s Nicolas Gisbert: Smarter Fund Selection And Monitoring In A Changing Investment Landscape - Hubbis

Unique AI’s Damien Piper: AI Agents Don’t Sleep - But They Do Report - Hubbis

1. Unique AI’s Damien Piper: AI Agents Don’t Sleep - But They Do Report  Hubbis
2. Your Customer’s AI Agents Are Coming – Are You Ready?  FICO
3. How Brex is Powering Agentic Finance  Procurement Magazine
4. One prompt, one platform: How Intuit is rethinking the financial journey with agentic AI  YourStory.com
5. Quantifind Emphasizes Shift Toward Agentic AI Deployment in Financial Services  TipRanks

2 simple tools that help one family teach budgeting + saving - Bham Now

1. 2 simple tools that help one family teach budgeting + saving  Bham Now
2. This Youth Month, invest in your child's future by empowering them with financial literacy  Glamour South Africa
3. Parents: it's time to talk to your kids about money and budgeting  Nine.com.au
4. What Money-Smart Parents Teach Their Kids  Philadelphia Magazine
5. Teaching kids the power of money - Why financial literacy must start at a young age  Jamaica Gleaner

Elevation Point Forecasts $5B in New Assets in Second Half of ‘26 - Wealth Management

Exclusive | Fidelity Bets People Want Their 401(k)s to Look More Like Pensions - WSJ

1. Exclusive | Fidelity Bets People Want Their 401(k)s to Look More Like Pensions  WSJ
2. Fidelity Investments® to Expand Target Date Lineup With Launch of Guaranteed Income Solution  Fidelity Newsroom
3. US Retirement Plans Add Lifelong Monthly Income Through Annuities  Seoul Economic Daily
4. Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income Program  ThinkAdvisor
5. Fidelity to Launch Target-Date CITs With Embedded Guaranteed Income Option  plansponsor

Wealth Advisor Growth Network Sells Elk River Wealth Management to AlphaCore - Business Wire

Building a Better Succession Plan - AdvisorHub

1. Building a Better Succession Plan  AdvisorHub
2. A Comprehensive Strategic Framework For Advisor Succession Planning  Wealth Solutions Report
3. Succession planning that goes beyond an exit strategy  Alternatives Watch
4. Founders Should Plan A Legacy, Not Simply An Exit  Wealth Solutions Report
5. Preparing for the great Advisor Exit: How to Structure an Enduring Post-Transaction Practice  AdvisorHub

A FIRE Investor With No Paycheck Cannot Afford to Be Too Wrong - Financial Samurai

Asset managers struggle getting public/private funds off the ground - Citywire

Scalable Infrastructure For Wealth Managers Seeking Control, Differentiation And Efficiency - Hubbis

From Performance to Continuity: Jack Siu on Lombard Odier’s Team-Based DPM Model in Asia - Hubbis

Wealthy investors are less referral-dependent than advisors think - InvestmentNews

1. Wealthy investors are less referral-dependent than advisors think  InvestmentNews
2. AI Won't Replace Financial Advisers, But Here's How You'll Have to Adapt  Kiplinger
3. Investment Trends Reshaping Financial Planning and Advisory Services  Lawyer Monthly
4. Half of $5M Investors Found Their Advisor Without a Referral: Survey  ThinkAdvisor
5. New Ficomm Partners Research Challenges Industry Assumptions on Organic Growth: Half of $5M+ Investors Found Advisors Without Referrals  PR Newswire

The best-kept secret to building wealth… and it’s shockingly simple - Curzio Research

Most 401(k) savers may be short-changing themselves, data shows - Fox Business

1. Most 401(k) savers may be short-changing themselves, data shows  Fox Business
2. 401K Investors Relying on Target Date Funds Could Regret Their Investment  News Radio 1200 WOAI

Wells FiNet Adds $650M ‘Flagship’ Ex-Stifel Independent Team - AdvisorHub

1. Wells FiNet Adds $650M ‘Flagship’ Ex-Stifel Independent Team  AdvisorHub
2. Advisor moves: Wells Fargo FiNet, Janney, Raymond James, land fresh talent totaling nearly $1.6B  InvestmentNews
3. Wells Fargo’s FiNet Recruits $650 Million Team From Stifel  Barron's

WisdomTree CEO: ETFs with Private Assets Next Step in Industry Evolution - Wealth Management

1. WisdomTree CEO: ETFs with Private Assets Next Step in Industry Evolution  Wealth Management
2. WidsomTree CEO: ETFs with Private Assets Next Step in Industry Evolution  Yahoo Finance

RIA Edge Podcast: How WealthCrossing Grew From an EY Spinout to a $1.5B RIA - Wealth Management

Report Finds Over 45% of U.S. Households Can’t Cover the Basics — Here’s How to Make Sure Yours Can - Money Talks News

1. Report Finds Over 45% of U.S. Households Can’t Cover the Basics — Here’s How to Make Sure Yours Can  Money Talks News
2. Report Reveals Half of American Families Cannot Afford Basic Necessities  streamlinefeed.co.ke
3. Report on struggling Mainers only scratched the surface | Letter  Portland Press Herald - Maine Sunday Telegram
4. Maine voters echo national gloom over increasing unaffordability  Bangor Daily News
5. New Study Says Nearly Half of Mainers Are Struggling to Get By  WOKQ

A Perspective on the Shift Amongst Global Financial Centres - Hubbis

1. A Perspective on the Shift Amongst Global Financial Centres  Hubbis
2. Stanislav Kondrashov on Dubai’s Transformation Into a Leading Financial Destination  vocal.media
3. The new forces that are reshaping global trade and finance  Khaleej Times
4. Dubai's Rise in the Global Financial Centres Index Signals a Shift in Capital Flows  Global Banking & Finance Review
5. Stanislav Kondrashov on the Factors Behind Dubai’s Transformation into a Global Financial Hub  vocal.media

Structuring in the Multi-Hub Era: Insights from M/HQ’s Yann Mrazek - Hubbis

When markets break, advisors are tested - here's what clients really need - InvestmentNews

Do You Know as Much About Personal Finance as These High-Schoolers? Take the Quiz - WSJ

1. Do You Know as Much About Personal Finance as These High-Schoolers? Take the Quiz  WSJ
2. The Federal Reserve Bank of Atlanta hosts national financial literacy competition for teens  WABE
3. Mt. Hebron graduates win National Personal Finance Challenge  Baltimore Sun
4. National Personal Finance Challenge held in Atlanta  Yahoo
5. Maryland's Mount Hebron High School Team Crowned CEE'S 2026 National Personal Finance Champions  PR Newswire

3 Ways to Save Money On Your Last-Minute World Cup Trip to Toronto - NerdWallet

1. 3 Ways to Save Money On Your Last-Minute World Cup Trip to Toronto  NerdWallet
2. Road closures, transit updates and more: Your World Cup guide to getting around Toronto  CBC
3. FIFA World Cup team motorcades begin in Toronto. Here’s what you need to know.  CTV News
4. What Hamilton, Niagara and Burlington, Ont., transit riders need to know during the World Cup  Yahoo News Canada
5. BMO and TBWA\Canada Turn Toronto into a City-Wide Celebration of Soccer  Roastbrief US

Advisor moves: Dynasty RIA TritonPoint Partners welcomes second father-son tandem - InvestmentNews

Talent Can Be 'Insurance Policy' During AI’s Unpredictable Impact - Wealth Management

RedBlack Named a 2026 Finalist in WealthManagement.com Industry Awards for Rebalancing Technology - Business Wire

Why Real Estate Heirs Are Not Ready for Inheritance - Wealth Management

1. Why Real Estate Heirs Are Not Ready for Inheritance  Wealth Management
2. Older Americans own a third of US homes. How should they pass them on?  USA Today
3. A $13.8 trillion wave of homes will pass from boomers to their kids. A transfer on death deed could save them thousands  Yahoo Finance
4. Will you inherit a home? What to know before a property transfer  MSN
5. Boomers hold $13.8 trillion in homes — estate lawyers say a transfer on death deed could save heirs thousands  moneywise.com

Are You Spending More Than Average in Your 50s? Benchmark Your Household Expenses - Yahoo Finance

Nuveen brings AAA-rated manager's $4.5bn quant strat to Europe - Citywire

Clients Are Using AI. Are Advisers Ready? - Avishek Nandy on the Wealth Management Adoption Gap - Hubbis

1. Clients Are Using AI. Are Advisers Ready? - Avishek Nandy on the Wealth Management Adoption Gap  Hubbis
2. New Research Reveals the Next Wealth Management Divide: AI Rewards Firms Built to Scale  Business Wire
3. AI is changing how financial advisors work. Regulators are paying attention.  Fresno Bee
4. Why Wealth and Asset Managers must innovate  KPMG
5. AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More  Advisor Perspectives

Private Equity May Not Diversify Your Portfolio Like You Think - Morningstar

Is it OK for a financial adviser to get twice the fee when they manage $500K vs. $1M — even when I know that’s not twice the work? - MarketWatch

The inheritance wars leaving loved ones with nothing - The Times

A 5-Point Checklist for Managing Your Aging Parents’ Money - The New York Times

1. A 5-Point Checklist for Managing Your Aging Parents’ Money  The New York Times
2. Here’s What It’s Like to Have Kids in America After Age 40  WSJ
3. Opinion: America's invisible elder care crisis  CT Insider
4. Americans are having kids later — and child-rearing costs are colliding with retirement savings  Yahoo Finance
5. We Need a Real Path Forward for America’s Aging Population  Independent Women's Forum

Seek Perspective Instead - Fisher Investments

1. Seek Perspective Instead  Fisher Investments
2. Wall Street dumped nearly $1 trillion in tech stocks by midday—then clawed it back and bought peanut butter and paint  Fortune
3. The Corners of the Market Where Investors Are Riding Out Turbulence in Chip Stocks  WSJ
4. The Stock Market Crash - Still In Early Phase  Seeking Alpha
5. Stocks Settle Sharply Lower as Tech Companies Routed  Yahoo Finance