[en-US] Business : Personal finance – Latest

Why public pension funds face greater valuation risk than ever, even as funding improves - Pensions & Investments

1. Why public pension funds face greater valuation risk than ever, even as funding improves  Pensions & Investments
2. US Public Pension Growth Climbs to Highest Since 2008 Crash  Bloomberg.com
3. Public pensions still $1.13T short despite best funded status since 2009  InvestmentNews
4. Public Pensions Are Crowding Into the Same Private Assets  connectmoney.com
5. Equable: ‘State of Pensions’ is dominated by rising valuation risks as private capital soars to $832bn  Alternatives Watch

‘She is on Medicaid’: My sick friend pleaded with me to be her executor. Can I decline after she dies? - MarketWatch

Average Net Worth for Ages 45-54: What Drives Wealth at This Life Stage? - Investopedia

1. Average Net Worth for Ages 45-54: What Drives Wealth at This Life Stage?  Investopedia
2. Financial Expert Reveals Shocking Median Net Worth for People in Their 30s  People.com
3. Financial Expert Reveals Shocking Median Net Worth for People in Their 30s, Then Suggests Number Should Be Nearly Triple That  AOL.com

Why Beneficiary Designations Usually Override Wills for Retirement and Insurance Accounts - Investopedia

What is the 52-week money challenge for savers? - CBS News

French far right reviewing potential tweaks to retirement reform proposal - politico.eu

15 Investment Must Reads for This Week (July 28, 2026) - Wealth Management

LPL Financial Announces “Latitude” for the Future of Advice - LPL Financial

1. LPL Financial Announces “Latitude” for the Future of Advice  LPL Financial
2. LPL Financial rolls out new wealth tech platform  Citywire
3. LPL expects more than 35 tech enhancements; AI tools launch later this year  Stock Titan

Tax Alpha Is the New Structural Alpha for Advisors - Wealth Management

Advisors Leverage Multiple Tools to Diversify Single-Stock Portfolios - Wealth Management

1. Advisors Leverage Multiple Tools to Diversify Single-Stock Portfolios  Wealth Management
2. Concentration Risk Continues: Why Now’s the Time to Diversify  ETF Database
3. 4 Ways to Build a More Globally Diversified Portfolio  Investing.com

RBC Wealth Management Adds Senior Banking Talent Across Hong Kong and Singapore - Hubbis

1. RBC Wealth Management Adds Senior Banking Talent Across Hong Kong and Singapore  Hubbis
2. RBC WM Makes Senior Asian Hires  WealthBriefingAsia
3. RBC hires six Asia private bankers, Baillie Gifford names Singapore client head  AsianInvestor Wealth
4. RBC Wealth Management hires six across HK and Singapore  Citywire
5. RBC Wealth Management Bolsters Asia Expansion  finews.asia

Legislature axes siblings’ guaranteed inheritance share - Taipei Times

Internal document shows how RIA custodians handle AQR's long-short SMAs - Citywire

Orion, RFG moves take aim at onboarding and transition speed - InvestmentNews

1. Orion, RFG moves take aim at onboarding and transition speed  InvestmentNews
2. RFG Advisory Accelerates Advisor Transitions with Feathery, Enabling Faster Day-One Execution  Yahoo Finance Singapore
3. Orion Launches Digital Account Opening Tool for Advisor Portal  ThinkAdvisor
4. Orion Launches AI-Driven Dynamic Account Opening with Goldman Sachs Custody Solutions  FF News
5. Orion launches account opening tool for Goldman custody users  Citywire

Towson wealth manager acquired by Atlanta firm - Baltimore Sun

1. Towson wealth manager acquired by Atlanta firm  Baltimore Sun
2. Merit Financial Advisors Announces Acquisition of Towson Wealth Management, Expanding Presence in Maryland  PR Newswire
3. Merit Financial Advisors Acquires Towson Wealth Management, Expanding Mid-Atlantic Wealth Management Platform  citybiz

I’m 44 with $1.3 million in my 401(k) — can I stop contributing and still retire in 15 years? - Yahoo Finance

Retirees share biggest mistakes they made before stopping work - The Independent

1. Retirees share biggest mistakes they made before stopping work  The Independent
2. Many Americans retire earlier than planned. They have regrets  USA Today
3. 76% of American retirees have big savings regrets — and younger workers now plan to put off retirement to avoid them  Yahoo Finance
4. Bridging The Gaps In Retirement Expectations  lifehealth.com
5. Millennials Expect Retirement Delays Amid Career Disruptions, per TIAA  planadviser

The Retirement Cost of Adult Kids Moving Back Home - Bloomberg.com

1. The Retirement Cost of Adult Kids Moving Back Home  Bloomberg.com
2. How to Protect Your Money When Your Adult Child Moves Back Home  Bloomberg.com
3. The new American dream: Having parents who can help pay for it  Toledo Blade
4. One-Third of Young Americans Move Back In With Parents  Briefs Finance
5. More adults move back home to save money amid rising costs  eciks.org

Democratic Socialists Win $5.2 Million NYU Retirement Account - Bloomberg Law News

Debate set for reinstatement of States Grant for Jersey pensions - BBC

Corient Continues to Expand in New York with Addition of Seven Bridges Advisors - Business Wire

1. Corient Continues to Expand in New York with Addition of Seven Bridges Advisors  Business Wire
2. Corient Acquires $4.9B Seven Bridges Advisors  Wealth Management
3. Corient Is Buying a $4.9 Billion New York Wealth Management Firm  Barron's
4. Corient Acquires $5 Billion New York City RIA  AdvisorHub
5. Corient buys $4.9bn NYC MFO Seven Bridges Advisors  Citywire

The Father of the 401(k) Has a New Savings Plan - Bloomberg.com

Dave Ramsey sounds alarm on 401(k), IRA mistake to avoid - thestreet.com

1. Dave Ramsey sounds alarm on 401(k), IRA mistake to avoid  thestreet.com
2. 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  Yahoo Finance
3. Dave Ramsey Weighs In On IRAs, 401(k)s - What He Recommends For Best Results  AOL.com
4. Dave Ramsey Calls Out the 401(k) Excuse He Hears All the Time  FinanceBuzz
5. Dave Ramsey Says People in Their 50s Need to Stop Believing These 10 Retirement Myths  AOL.com

Your Daily FinanceScope for July 28, 2026 - Yahoo

1. Your Daily FinanceScope for July 28, 2026  Yahoo
2. Horoscopes Today, July 28, 2026  USA Today
3. Daily Horoscope: July 28: Don’t Act Impulsively  Yahoo Lifestyle Canada
4. Your Daily Horoscope by Madame Clairevoyant: July 28, 2026  The Cut
5. Royal Stars Horoscope for Tuesday, July 28, 2026  Dallas News

Rewriting the Playbook: Insights from Calvin Goon - Hubbis

From Templates to Technical Structuring: James Russell on Greater China, Succession and Hong Kong’s Family Office Opportunity - Hubbis

Data, Intelligence and Scale: Srutaban Mukhopadhyay on Valuefy’s Wealth Technology Proposition - Hubbis

Don't let a retirement planning mistake cost you six figures — new guide for Utah retirees - KSL.com

1. Don't let a retirement planning mistake cost you six figures — new guide for Utah retirees  KSL.com
2. The No.1 retirement mistake that could cost you thousands in unnecessary taxes  KSL.com
3. Kevin O'Leary Says Americans Are 'Ruining' Their 401(k)s And Don't Even Realize It  AOL.com
4. Major 401(k), IRA mistake is quietly draining retirement savings  thestreet.com
5. Americans are missing retirement savings with 401(k), IRA mistake  AOL.com

California pension ruling limits how many vacation hours workers can count for retirement - CalMatters

1. California pension ruling limits how many vacation hours workers can count for retirement  CalMatters
2. California court says excess leave cashouts can't inflate public pensions  hcamag.com
3. Court Ruling Caps Vacation Hours Counted Toward California Pension Payouts  hsjchronicle.com
4. CA pension ruling  LAist

How Your Retirement Contribution Rate Compares Across Age Groups—And Why It’s Important - Investopedia

Big Y Foods faces class-action suit over retirement plan - MassLive

America’s Most Underrated Retirement Move - Yahoo Finance

1. America’s Most Underrated Retirement Move  Yahoo Finance
2. When to claim Social Security — and how to build a retirement income that lasts  CNBC
3. I will definitely claim Social Security early. Why do so few people talk about the elephant in the room?  MarketWatch
4. Most People Start Social Security at 66—What the Latest Data Reveals About Claiming Age  Investopedia
5. She Didn't Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.  24/7 Wall St.

By The Numbers: Advisors Managing $28B Left UBS in First Half of 2026 - AdvisorHub

What Federal Employees Need to Know About State Taxes in Retirement - www.myfederalretirement.com

TSP Week in Review: July 20–24, 2026 - www.myfederalretirement.com

TSP Millionaires Hit New Record As Markets Rebound In Q2 - FedSmith.com

$158bn Wealth Enhancement pursuing recapitalization: Sources - Citywire

1. $158bn Wealth Enhancement pursuing recapitalization: Sources  Citywire
2. Carlyle said to be among final bidders for growing wealth management firm  The Business Journals
3. Carlyle and Bain Capital battle to buy wealth manager in potential $7bn deal  Financial Times
4. Private equity bidding war targets $160bn RIA in $7bn deal  InvestmentNews
5. Financial Titans Eye $7 Billion Wealth Management Buyout Amid $2 Billion Space Ambitions  Devdiscourse

Money Saving Monday: First-time homebuyer mistakes and how to avoid them - KXLY.com

1. Money Saving Monday: First-time homebuyer mistakes and how to avoid them  KXLY.com
2. First-Time Home Buyer Guide 2026: Steps, Loan Options, and Key Considerations - Dividend Cut Risk  dars.gov.et
3. 4 Budget Traps First-Time Homebuyers Should Avoid in 2026  AOL.com
4. The Monthly Expense First-Time Homebuyers Overlook — Until Their Mortgage Application Fails  StudyFinds

I’m 63 with $1M in stock. I pay my adviser 1% — but I’m only getting a 7% return. Is it time to find a new adviser? - MarketWatch

Tampa Team Managing $1.3B Joins UBS From Bank of America - Wealth Management

1. Tampa Team Managing $1.3B Joins UBS From Bank of America  Wealth Management
2. UBS Snags BofA Private Bank Team Overseeing $1.3B in Florida  AdvisorHub
3. UBS Hires Financial Advisor Team of Four in Tampa, FL  Yahoo Finance
4. UBS Welcomes New Wealth Advisors to Tampa Team  GuruFocus
5. UBS Recruits Jesse Flatt, Lea Ann Drew, Brandon Burns and Carlos Rodriguez in Tampa  citybiz

Amundi Appoints Jason Lim to Lead Distribution and Wealth Sales in South Asia, Excluding Malaysia and Thailand - Hubbis

1. Amundi Appoints Jason Lim to Lead Distribution and Wealth Sales in South Asia, Excluding Malaysia and Thailand  Hubbis
2. Keenai Taps Fintech Veteran to Lead Southeast Asia Wealthtech Push  Hubbis
3. Keenai taps former Singlife executive for wealth push, Amundi adds regional distribution head  AsianInvestor Wealth
4. Who's Moving Where In Wealth Management? – Amundi, Keenai, Others  WealthBriefingAsia

KKR Appoints Former Manulife CEO Roy Gori as Senior Advisor - Hubbis

1. KKR Appoints Former Manulife CEO Roy Gori as Senior Advisor  Hubbis
2. KKR Hires Ex-Manulife CEO Roy Gori as Senior Adviser Across Firm  Bloomberg.com
3. Former Manulife CEO, President Becomes KKR Senior Advisor  WealthBriefingAsia
4. Former Manulife chief Roy Gori lands senior advisor role at KKR  Wealth Professional
5. KKR adds former Manulife CEO as adviser as private equity firms deepen Asia-Pacific push  Pensions & Investments

Forget Social Security: 5 Sleep-at-Night Dividend Stocks Retirees Are Using to Replace a Paycheck - Yahoo Finance

1. Forget Social Security: 5 Sleep-at-Night Dividend Stocks Retirees Are Using to Replace a Paycheck  Yahoo Finance
2. 3 REITs To Buy Before Their Dividends Are Hiked  Seeking Alpha
3. Retire on Dividends Alone: The Super-High-Yield Stocks Boomers Are Buying and Never Selling  24/7 Wall St.
4. 5 Monthly Dividend Stocks Paying Up To 18.2%  Forbes
5. 5 Boomer-Proof Monthly Dividend Stocks That Pay You While You Sleep  24/7 Wall St.

Who in PA gets 2 Social Security payments in July? Why it's happening - USA Today

1. Who in PA gets 2 Social Security payments in July? Why it's happening  USA Today
2. When will you get your Social Security check? Payment schedule for August.  Yahoo Finance
3. SSI payments arrive early this week. Here’s why  Dallas News
4. Social Security's SSI checks won't go out in August. Here's why.  MySA
5. Why am I getting a second Social Security check this month?  USA Today

The Medicare IRMAA Surcharge Can Add Thousands to Your Retirement Costs. Here’s How to Avoid It - Yahoo Finance

1. The Medicare IRMAA Surcharge Can Add Thousands to Your Retirement Costs. Here’s How to Avoid It  Yahoo Finance
2. Some retirees are choosing to never sell their home — and the reasons are both logical and grim  Yahoo Finance
3. His First RMD Arrived in December, and It Pushed His Medicare Premium Up Two Brackets  24/7 Wall St.
4. The mistake that triggers higher Medicare costs  thestreet.com
5. The Fed15 Podcast | Ep. 161: IRMAA Brackets and Smart Retirement Timing  Serving Those Who Serve

You’re about to retire. What are you doing for the next 20 or 30 years? - The Seattle Times

1. You’re about to retire. What are you doing for the next 20 or 30 years?  The Seattle Times
2. 5 truths about retirement that retirees wish they’d known sooner  The Washington Post
3. These are the five habits that matter most for a healthy retirement  The Telegraph
4. 5 Truths That Retirees Wish They Had Known Sooner  RealClearMarkets

UK pension providers in talks for £1bn Scale-Up Fund - Sifted

1. UK pension providers in talks for £1bn Scale-Up Fund  Sifted
2. Burnham unveils £1bn pension fund to ‘reindustrialise Britain’  The Telegraph
3. UK pension giants join forces to unlock £1bn to back Britain’s innovators  GOV.UK
4. Proposed £1bn science scale-up fund ‘encouraging step’ for R&I  Research Professional News
5. Buying British: Railpen, Nest, LGPS pools exploring UK ‘scale up’ fund  Pensions Expert

Schwab names the No. 1 risk that could derail retirement - thestreet.com

1. Schwab names the No. 1 risk that could derail retirement  thestreet.com
2. Nobody likes talking about long-term care, but waiting could cost more  Federal News Network
3. Long-Term Care Insurance at 60: Weighing the Costs and Benefits Before Retirement - Guidance Update  po-news-eg.net
4. Smart Money: Financial planning for a longer life: Preparing for long-term care  Nevada Appeal
5. Planning for the cost of later-life care  ifa.com.au

Should A Living Trust Be Beneficiary Of Your IRA? - Forbes

PGIM to take full ownership of direct lending specialist - Citywire

1. PGIM to take full ownership of direct lending specialist  Citywire
2. PGIM to Acquire Remaining Interest in Deerpath Capital  Business Wire
3. Prudential Financial (PRU) to Acquire Full Ownership of Deerpath Capital  GuruFocus
4. How PGIM’s Deerpath deal reflects investor demand for full-service credit  Pensions & Investments
5. PGIM to Acquire Remaining Stake in Deerpath Capital, Expanding Direct Lending Platform  citybiz

What If Retirees Don’t Get the Returns They Were Hoping for? - Morningstar

1. What If Retirees Don’t Get the Returns They Were Hoping for?  Morningstar
2. Here's How to Prevent an Early Market Crash From Destroying Your Retirement  The Globe and Mail
3. Layin’ It on the Line: The first five years — Why the order of your returns matters more than the average  heraldextra.com
4. Why market averages fail retirees during downturns | Retire on Track  Sarasota Herald-Tribune
5. The Sequence of Returns Problem Can Derail a $1.5 Million Retirement in the First Five Years  24/7 Wall St.

What Americans 75 and Older Typically Have Left in Retirement Savings—By the Numbers - Investopedia

1. What Americans 75 and Older Typically Have Left in Retirement Savings—By the Numbers  Investopedia
2. Retirement Savings for Americans Ages 65 to 74: What Median Account Balances Reveal  Yahoo Finance
3. Here's the Average 401(k) Balance of 53-Year-Old Americans (How Do You Stack Up?)  FinanceBuzz
4. Average 401(k) Balances in Your 50s: How You Compare and Factors That Influence Your Savings  AOL.com
5. Baby Boomer Wealth Disparity at Age 60: Retirement Savings Reality Check - Profit Cycle Analysis  dars.gov.et

How much will Social Security benefits go up next year? Here’s when you’ll know 2027 COLA - AL.com

A 61-year-old stashed Roblox shares in his IRA before the company went public — now it reportedly holds $68 million - Yahoo Finance

1. A 61-year-old stashed Roblox shares in his IRA before the company went public — now it reportedly holds $68 million  Yahoo Finance
2. What’s in the Proposed Crackdown on Megasize Retirement Accounts  WSJ
3. The super rich use 401(k)s and IRAs to sidestep taxes on millions of dollars. This proposed law would cut them off.  MarketWatch
4. The Startup Insiders Who Stash Huge Sums in Tax-Subsidized Retirement Accounts -- WSJ  Moomoo
5. 61-year-old holds at least $68M in his IRA by stashing stakes in promising startups into retirement funds and watching them balloon  AOL.com

Global Atlantic Featured in Barron’s 100 Best Annuities Guide - Business Wire

Monday papers: Big pension funds unite on £1bn 'Scale-up' financing - Citywire

Here's who gets Social Security payments on July 8 - AOL.com

Japan’s GPIF Says to Act Only in Interest of Beneficiaries - Bloomberg.com

1. Japan’s GPIF Says to Act Only in Interest of Beneficiaries  Bloomberg.com
2. Japan’s next economic challenge: bringing yen home  The Japan Times
3. MUFG Video - Home Bias, the BoJ and JPY Outlook  MUFG Research
4. GPIF Backs Advantage Partners’ $123M Japan Fund and More APAC Real Estate Headlines  Mingtiandi
5. GPIF adds nearly $2.5bn to infrastructure portfolio in FY2025  infrastructureinvestor.com

FIRST AID: How to make pension funds pay for Biotech - euractiv.com

How Much Money Do Retirees in Their 60s Spend Every Year? - Investopedia

1. How Much Money Do Retirees in Their 60s Spend Every Year?  Investopedia
2. Fidelity says retirees now face $185,500 in healthcare costs — up 7.5% from last year, and long-term care isn't included  Yahoo Finance
3. Fidelity says 2026 retirees may spend $185,500 on healthcare. One category may push those costs higher  CNBC
4. Fidelity Investments Shares 25th Annual Retiree Health Care Cost Estimate, Highlighting the Importance of Incorporating Potential Health Expenses in Retirement Planning  Fidelity Newsroom
5. Retirees may need $185K for health care, Fidelity estimates  NewsNation

How Gen Z Can Build Wealth With 20% Rule - rediff.com

After watching how Boomers retired ‘forward,’ Gen X is retiring ‘backward’ - Upworthy

1. After watching how Boomers retired ‘forward,’ Gen X is retiring ‘backward’  Upworthy
2. Gen X Retirement Savings: How Much They’ve Saved and Why Many Haven’t Met Benchmarks  Investopedia
3. How Gen Z’s 401(k) Balances Compare to Millennials, Gen X, and Baby Boomers Today  AOL.com
4. How Baby Boomers, Gen X, Millennials and Gen Z Differ in Retirement Preparedness  Investopedia

Saving More and Starting Early: The Key to Greater Happiness in Retirement Planning - Investopedia

The 100 Best Annuities. How to Avoid Common Mistakes and Pick the Right One. - Barron's

Finding the Right Internet Plan After You Retire - AARP

401(k) Savings Benchmarks for Millennials: Are You on Track With Your Retirement Fund? - Investopedia

Here's how much wealth you need to thrive, based on your age - Yahoo Finance

Michael Nathanson Steps Down as Focus Financial CEO - Wealth Management

Beacon Pointe Acquires $1.2B Female-Led RIA Firm - Wealth Management

$6B RIA Ritholtz Adds Altruist as Custodian - Wealth Management