[en-US] Business : Personal finance – Latest

Invesco Reveals New Income Strategies for Advisors Today - Wealth Management

Georgia Advisor Team Launches Independent RIA Firm - Wealth Management

From Transactions to Portfolios: Insights from Rajesh Hathiramani - Hubbis

Taiwan's High-Asset Wealth AUM Reaches TWD3.24 Trillion at End-September - Hubbis

Fosun Wealth Opens First Private Wealth Centre in Hong Kong - Hubbis

Why Advisors Must Verify Real Access to Private Deals - Wealth Management

CDs or Dividend Stocks: Which Pays Retirees Better Right Now? - 24/7 Wall St.

1. CDs or Dividend Stocks: Which Pays Retirees Better Right Now?  24/7 Wall St.
2. T-Bills Yield Up to 4.45%. Why Would Retirees Choose Dividend Stocks?  24/7 Wall St.
3. Four Dividend Kings with decades of raises prov...  Pluang
4. 3 Quality Dividend Stocks Yielding More Than the 3.6% Social Security COLA  AOL.com
5. 4 Consumer Staples Dividend Kings That Have Raised Shareholder Payouts for Decades  Yahoo Finance

Motive Partners Completes Acquisition of Mobius to Advance the Future of Pension and Wealth Investment Infrastructure - Business Wire

Opto Investments Appoints Justin Mills as Principal Product Manager and Rachel Hallock as Head of Design - Business Wire

One Roth move before Dec. 31 can push tax rates past 30% - TheStreet

1. One Roth move before Dec. 31 can push tax rates past 30%  TheStreet
2. Diversification Beyond Asset Allocation: Account Types Matter  Yahoo Finance
3. Roth Conversion Deadline Looms: Dec. 31 to Convert, Jan. 15 to Pay — Retirees Face Penalty Risk - Earnings Growth Forecast  https://www.dars.gov.et/
4. Convert $75,000 to a Roth in February and Pay the Tax With the Return 14 Months Later, and the IRS Charges Interest for Every Month in Between, About $1,100. Send One Quarterly Payment in April Instead and the Charge Is $0  24/7 Wall St.
5. Got FOMO about Roth conversions? You might be missing out on less than you think.  MarketWatch

William Blair Private Wealth Management Opens Dallas Office with New Advisory Team - Business Wire

Pictet Asset Management Appoints Rick Bisignano as U.S. Head of Institutional Distribution - Business Wire

Inherited IRAs can boost wealth — and trigger a tax bill. Here's how to reduce it - CNBC

1. Inherited IRAs can boost wealth — and trigger a tax bill. Here's how to reduce it  CNBC
2. Beneficiary IRA rules are changing how we should plan for retirement assets  The Sumter Item
3. Inherit a Parent’s $220,000 IRA at 58 and Spread It Over Ten Years at 22%. Cash It Out the First Year Like Most Heirs Do, and on a $90,000 Salary About $90,000 of It Lands at 32% and 35%  Yahoo Finance

I helped a billionaire couple tell their kids they’d already received their inheritance. They didn’t take it well - Fortune

1. I helped a billionaire couple tell their kids they’d already received their inheritance. They didn’t take it well  Fortune
2. ‘Nobody prepared them’: The ultrawealthy worry wealth will dull their heirs’ ‘drive and desire’ and so some aren’t telling them how much there is  Yahoo Finance
3. The hidden realities of succession for next-gen heirs  Asian Banking & Finance
4. Fidelity Finds a Troubling Gap in America’s $124 Trillion Wealth Transfer  AOL.com
5. The great wealth transfer: Opportunities for philanthropy  RSM US LLP

U.S. Pensions Are Riding the A.I. Wave. For Better or Worse. - The New York Times

1. U.S. Pensions Are Riding the A.I. Wave. For Better or Worse.  The New York Times
2. Politicians Are Turning Against AI, but Your Pension Is Riding on It  WSJ
3. Pensions Face Political Risk on AI  Magzter
4. Politicians Are Turning Against AI, but Your Pension Is Riding on It -- WSJ  Moomoo

What Is the Required Minimum Distribution (RMD) for a $500,000 Retirement Account? - The Motley Fool

1. What Is the Required Minimum Distribution (RMD) for a $500,000 Retirement Account?  The Motley Fool
2. Retire at 62 With $500,000 in an IRA and Claim Social Security Right Away, and the IRA Keeps Growing Toward a Bigger RMD. Live on the IRA Until 70 Instead, and the Check Is Larger for Life While the RMD Shrinks  24/7 Wall St.
3. Miss this retirement withdrawal deadline and the IRS takes a quarter of what you owed  AOL.com

Garett Lim of MOIQ Capital on Giving Wealthy Families Their Time Back - Hubbis

Who will care for you in retirement? New survey of Canadians finds common blind spot - The Globe and Mail

1. Who will care for you in retirement? New survey of Canadians finds common blind spot  The Globe and Mail
2. ‘The real generation gap is about expectations’: What happens to retirement if we live to 130?  Fortune
3. John Hancock and MIT AgeLab: Americans Recognize Importance of Preparing for Longer Lives but Actual Readiness Lags  PR Newswire
4. How to have a more “evolved” longevity conversation  Wealth Professional
5. New Manulife and MIT AgeLab "Longevity Preparedness Index" Reveals What It Takes to Age Well in Canada  PR Newswire Canada

Andrew Scott of Marketnode on Making Tokenisation Useful for Private Wealth - Hubbis

1. Andrew Scott of Marketnode on Making Tokenisation Useful for Private Wealth  Hubbis
2. Tokenisation could threaten 25-30% of wealth management revenue: Morgan Stanley  BusinessLine

Ritesh Ganeriwal on Bringing Advice to the Moment Clients Need It - Hubbis

Deepak Sarda on AI That Helps Clients Stay With Their Financial Goals - Hubbis

1. Deepak Sarda on AI That Helps Clients Stay With Their Financial Goals  Hubbis
2. AI made my job advising the wealthy easier, but it's not going to take it  Business Insider
3. Getting the Human-Technology Balance Right: Insights from Wei Mei Tan  Hubbis
4. LGT Finds AI Adoption Depends On Changing Everyday Work  Wealth Briefing
5. AI to Reshape Wealth Management Jobs but Not Replace Relationship Managers, Says Shriram Wealth CEO  Siliconindia

Focused on the Future: From Intern to CEO with Jorge Padilla - Wealth Management

How much to retire in Minneapolis? - FOX 9 Minneapolis-St. Paul

1. How much to retire in Minneapolis?  FOX 9 Minneapolis-St. Paul
2. How much to retire in Chicago?  FOX 32 Chicago
3. Wake County is the most affordable place in nation to retire in, study finds  CBS 17
4. How much savings you need to retire in 2026 in 8 counties  qz.com
5. How Much Savings Do You Need to Retire in 2026?  SmartAsset.com

AARP warns Americans on 401(k), Roth IRA changes - TheStreet

1. AARP warns Americans on 401(k), Roth IRA changes  TheStreet
2. Convert $50,000 Inside a 401(k) and the Plan Can’t Withhold a Dollar of Tax From It. All $50,000 Lands in the Roth and the Bill Comes in April. Convert the Same $50,000 From an IRA and the Custodian Offers to Withhold, Which Is the Trap  Yahoo Finance
3. Should You Roll Over Your 401(k)? Sometimes the Answer Is No  U.S. News - Money
4. A 60-Year-Old With $500,000 in a 401(k) and No Paycheck Can Convert About $66,000 a Year Without Leaving the 12% Bracket. Thirteen Years of That Moves Most of the Account Out at 12%. Wait for 73 and the IRS Picks the Amount, the Year, and the Rate  24/7 Wall St.
5. Reverse Rollovers: Moving IRA Money Into a 401(k)  ThinkAdvisor

Ruling in Douglass inheritance fight could mean $1 billion for eldest son - The Spokesman-Review

LeavePlus Appoints Northern Trust as Asset Servicing Provider - Business Wire

WKYT Fact✓Check | Does Zach Dembo support higher taxes on Social Security benefits? - WKYT

SSA ‘corrects’ millions of Social Security Number database files - GovExec.com

1. SSA ‘corrects’ millions of Social Security Number database files  GovExec.com
2. Social Security says it's cleaning up millions of records. What that means for you.  Yahoo Finance
3. Social Security makes largest change in 91-year history — here’s how it impacts you  New York Post
4. Editorial: Playing catchup with a cleanup exposes SSA’s lax oversight  Lowell Sun
5. US Social Security administration database cleanup corrects death dates, citizenship records  CT Insider

Building a Modern Experience for Advisors - Wealth Management

NTC, Legal Action of Wisconsin to host estate planning clinic - Wausau Pilot & Review

Inflation affects every retiree, but not all federal retirees receive the same cost-of-living protection - Federal News Network

When will Social Security run out of money? What to expect. - Yahoo Finance

1. When will Social Security run out of money? What to expect.  Yahoo Finance
2. Ways to Narrow Social Security’s Shortfall  WSJ
3. How Congress could address Social Security insolvency – and the hidden cost  Fox Business
4. As Congress balks on Social Security, Americans know better | Opinion  USA Today
5. Social Security Is on the Ballot This Fall. What Voters Should Know.  Barron's

IWMA: Individual Finalists for Best Wealth Manager New York - Citywire

1. IWMA: Individual Finalists for Best Wealth Manager New York  Citywire
2. IWMA: Individual Finalists for Best Wealth Manager Florida  Citywire

Merrill Edge retirement account holders could get automatic payments from a $39 million class action settlement. - Claim Depot

Bradford Wealth Management Advisor Receives Two Awards - WGEL Radio

3 Blue-Chip Dividend Stocks That Show Why Roth IRA Income Can Be Worth More - 24/7 Wall St.

'Making Cents': Top 5 financial musts for parents - KCRA

Client Associates Appoints Ritwick Ghoshal as Managing Partner – Growth & Strategy, Names Pulkit Vashishth to Lead Risk Advisory - Asian Wealth Management and Asian Private Banking - Hubbis

Growhill Wealth Opens Hong Kong Office at One Peking Road, Plans Central Site for 2027 - Hubbis

Former Revolut execs raise $70 million to tackle a looming financial advisor shortage - Fortune

1. Former Revolut execs raise $70 million to tackle a looming financial advisor shortage  Fortune
2. Schwab is the latest to leap on runaway 'Nevis' AI bandwagon with capital backing and a critical endorsement  RIABiz
3. Nevis Raises 62 Million Euros to Automate Wealth Advisory  n24.com.tr
4. Former Revolut executives raise $70 million to address advisor shortage  news.lavx.hu
5. Nevis Raises $70 Million Series B to Grow its AI Operating System for Wealth Management  Business Wire

When an inherited home becomes a family headache - Baton Rouge Business Report

1. When an inherited home becomes a family headache  Baton Rouge Business Report
2. When the Family Beach House Becomes a Point of Tension  The New York Times
3. Why inheriting a home can be more costly than anybody imagines  The Washington Post

Important November Social Security payment worth up to $994 hits banks in 4 days - AL.com

1. Important November Social Security payment worth up to $994 hits banks in 4 days  AL.com
2. SSI payments won't go out on normal November schedule. What's different  Detroit Free Press
3. When will you get your Social Security and Supplemental Security Income payment for November?  Yahoo Finance
4. Social Security payments go out Oct. 28. Who gets one?  USA Today
5. Third round of October Social Security payments goes out in three days  Washington Examiner

Plan Sponsors Hold the Key To Fixing DC Industry - Wealth Management

Wes Moss: Retirement Happiness “Starts at a Million” in Liquid Savings - Yahoo Finance

1. Wes Moss: Retirement Happiness “Starts at a Million” in Liquid Savings  Yahoo Finance
2. How Much Do You Need To Retire? Wes Moss on What Makes A Retirement Happy  HerMoney
3. Wes Moss Says $1 Million in the S&P 500 Pays Just $12,000 a Year in Dividends. Here's His Fix.  24/7 Wall St.
4. Wes Moss: Retirement Happiness "Starts at a Million" in Liquid Savings  24/7 Wall St.
5. Wes Moss Says $1 Million in the S&P 500 Pays Just $12,000 a Year in Dividends. Here’s His Fix.  AOL.com

Is it time to stop using the term ‘multi-family office’? - Spear's Magazine

What Income Qualifies Retirees as Middle Class in 2026? Census Bureau Data Explained - Yahoo Finance

What’s the best age to start getting Social Security benefits? What the numbers say - AL.com

1. What’s the best age to start getting Social Security benefits? What the numbers say  AL.com
2. Planning to Work While Claiming Social Security Early? Make Sure You Know This 2027 Rule Update.  The Motley Fool
3. Gen X Is Rewriting Retirement. A Spouse Who Claims Social Security at 62 Takes a 35% Cut, Not 30%  24/7 Wall St.
4. How To Bridge Your Last Paycheck to Social Security  MoneyLion
5. Workshop: Maximize Social Security in Your Retirement Strategy  Human Resources University of Michigan |

Republicans and Democrats Just Teamed up on a Retirement Wealth Bill - Here’s What Workers Should Know - FinanceBuzz

Wealth firms report organic growth rebound, but process gaps persist - InvestmentNews

Aviva reunites customers with more than £1.1 billion in pension savings - Aviva corporate website

1. Aviva reunites customers with more than £1.1 billion in pension savings  Aviva corporate website
2. National Pension Tracing Day: Could You Be Missing Thousands of Pounds?  Civil Service Pensioners Alliance
3. Pension savers issued 'from April' date over £6,000 'missing funds' issue  Daily Express
4. Got an extra hour? Put it to good use and tidy up your pensions  Moneyfarm Insights
5. Brits born between these two dates issued £10,000 pension warning  AOL.co.uk

Christopher Liew: Putting off the money talk with your kids? Here’s where to start, depending on their ages - CTV News

Baltimore County wealth firm moves to larger HQ, joins new platform - The Business Journals

Northern Trust Reappointed by People's Pension - Business Wire

1. Northern Trust Reappointed by People's Pension  Business Wire
2. Northern Trust Wins Contract Renewal From People's Pension  VZ VermögensZentrum
3. Northern Trust reappointed by People’s Pension  Securities Finance Times
4. Northern Trust reappointed by £45bn People’s Pension  Global Custodian
5. A UK pension scheme serving 7.2 million members reappoints Northern Trust  Stock Titan

Where Wealth Managers Will Earn Their Fees in a Digital Market - Hubbis

Finland’s €180 Billion Pension Funds Add Stocks to Boost Returns - Bloomberg.com

1. Finland’s €180 Billion Pension Funds Add Stocks to Boost Returns  Bloomberg.com
2. Finnish pension giants buy more stocks after rules allow more risk  AMWatch
3. Elo improved its result and invested EUR 200 million in Finnish growth companies  www.elo.fi
4. Equities drive investment returns at Varma  AMWatch
5. Positive returns continue at Finland's Elo despite drop from record-high Q2  AMWatch

JPMorgan using AI to make its wealth advisors more efficient - Moneyweb

1. JPMorgan using AI to make its wealth advisors more efficient  Moneyweb
2. JPMorgan’s Private Bank Using AI to Make Advisers More Efficient  Bloomberg.com
3. JPMorgan private bank uses AI to boost adviser productivity  Traders Union
4. JPMorgan Private Bank Boosts Advisers with AI  Briefs Finance

Money Saving Monday: Why fall is the hardest season for Arizona family budgets - 12News

Titan Wealth loses another executive as pressure grows on model - Financial News London

‘Ticking time bomb’: The world's pension funds face an ageing crisis - CNBC

1. ‘Ticking time bomb’: The world's pension funds face an ageing crisis  CNBC
2. Where do Europe’s best pension systems rank and are they secure?  Euronews.com
3. NZ's B grade masks low adequacy retirement ranking  BusinessDesk
4. Pension Strain: Longevity and Falling Birthrates  Briefs Finance
5. Ageing Populations Pressure Global Pension Systems  Oz Arab Media

Here's the Average Social Security Benefit at 62 vs. 70 - The Motley Fool

1. Here's the Average Social Security Benefit at 62 vs. 70  The Motley Fool
2. $316 After Rent Shows the Limits of Social Security  MoneyLion
3. Here's What the Average Men's Social Security Benefit Is From Ages 62 to 70  AOL.com
4. Here's What the Average Social Security Benefit Actually Covers  The Globe and Mail
5. Social Security at 62 vs 67 vs 70: Up to 124% Payout [2026]  https://tech-insider.org/

China's Bank Wealth Management Products Reach RMB35.37 Trillion at End of Third Quarter - Hubbis

Motilal Oswal Launches 'Think Wealth Creation' Group Brand Campaign - Hubbis

Social Security's Trump Bump-Driven 2027 COLA Is Historic in 3 Unique Ways - The Motley Fool

1. Social Security's Trump Bump-Driven 2027 COLA Is Historic in 3 Unique Ways  The Motley Fool
2. SSI Increase Prompts Fresh Worries About Asset Limits  Disability Scoop
3. Your 2027 Social Security Raise Is Smaller Than It Looks. Here Are 4 Ways to Protect Your Buying Power  Yahoo Finance
4. 9 Changes Coming to Social Security in 2027  Kiplinger
5. COLA comfort for older consumers?  Bank of America Institute

Should you give your kids their inheritance early? - San Diego Union-Tribune

2027 Tax Brackets Decoded: Bracket Creep, 401k Limits & How To Prepare - TheStreet

1. 2027 Tax Brackets Decoded: Bracket Creep, 401k Limits & How To Prepare  TheStreet
2. 2027 tax brackets: projected income limits for every rate  qz.com

5 things to know about Pittsburgh’s proposal to reduce pension contributions - TribLIVE.com

RBC Recruits Billion-Dollar UBS Team in Pittsburgh - AdvisorHub

1. RBC Recruits Billion-Dollar UBS Team in Pittsburgh  AdvisorHub
2. Morristown-based tax platform K1x adds three executives to leadership team  ROI-NJ
3. Who's Moving Where In Wealth Management? – K1x, RBC  Family Wealth Report
4. RBC Wealth Management Adds Nepa/Susco Team Overseeing More Than $1 Billion In Pittsburgh  Pulse 2.0
5. UBS Financial Advisor Team With $1 Billion in Client Assets Jumps to RBC  Barron's

Vermont Saves tops $10 million as more workers sign up for retirement program - WPTZ

Why Washington teachers' pensions are in income tax repeal ads - Axios

1. Why Washington teachers' pensions are in income tax repeal ads  Axios
2. No on I-645: Cuts it would force would be disastrous for healthcare, education, childcare  Cascadia Daily News
3. ‘A pattern in this state of intimidation’: Let’s Go Washington founder urges Microsoft to join income tax fight  MyNorthwest.com
4. Small business leaders warn of WA income tax effects  Seattle Red
5. WA Sen. Manka Dhingra Claims “100% of Washingtonians” Benefit From Millionaire's Tax  Yahoo

New guide reveals a retirement planning mistake that often costs Utah retirees 6 figures - KSL News

1. New guide reveals a retirement planning mistake that often costs Utah retirees 6 figures  KSL News
2. Why your 50s are a smart time to plan for retirement taxes  HeraldNet.com
3. Are You Paying Too Much Tax on Retirement Withdrawals? Here's the Quick Check  MoneyLion
4. How Taxes Can Affect Your Retirement Income  News Channel 5 Nashville
5. Retirees Who No Longer Get a Paycheck Often Forget This Tax Bill Until It’s Too Late  24/7 Wall St.