Personal finance

60 LATEST STORIES

FIDELITY

America’s Population of 401(k) Millionaires Keeps Growing, Buoyed by Markets

The number of 401(k) accounts with a balance of at least $1 million has hit a record high. Fidelity Investments reports that 769,000 account…
1h ago
A close-up view of a digital finance dashboard showing rising account balances on a computer screen.
The US Capitol building seen in the background behind a stack of Social Security cards.
SOCIAL SECURITY

Another 2027 Social Security COLA Update Is Coming on Sept. 11. What to Watch For.

Social Security beneficiaries are keeping a close eye on the calendar for September 11, 2026. On this date, th…
3h ago
A chart showing the rise in 401(k) accounts with balances over one million dollars during the second quarter of 2026.
FIDELITY

Sturdy stock market mints a record number of 401(k) millionaires

The number of Americans holding $1 million or more in their 401(k) accounts has hit a new record. According to…
4h ago
Altruist CEO Jason Wenk speaking at a professional event about future wealth management technology and advisor tools.
VANGUARD

Can the ‘Vanguard Effect’ Extend to Wealth Management?

Vanguard is making a massive play in the wealth management space. The firm has agreed to acquire Altruist, a c…
6h ago
A senior and a younger person holding coins together, symbolizing the transfer of inheritance and family financial guidance.
RAMSEY SOLUTIONS

I inherited $200,000. Should I give some to my financially immature daughter?

Managing an inheritance is rarely just about the math. It is about the people in…
10h ago
A person checking a personal finance document at a desk with a calculator and a social security statement nearby.
SOCIAL SECURITY

Social Security COLA 2027: This group could finally pass the $1,000 a month mark

Social Security recipients are looking at a 2.6% cost-of-living adjustment for 2…
12h ago
Digital tablet displaying retirement savings growth charts and financial data analytics.
FIDELITY

How AI Is Reshaping Retirement—and How to Prepare

Artificial intelligence is reshaping the way Americans save for retirement. Majo…
14h ago
An elderly person sitting at a desk with paperwork, symbolizing the challenges of navigating Social Security bureaucracy.
SSA

Social Security: Do retirees receive more than they paid in?

The Social Security Administration is currently grappling with a growing service…
16h ago
Fidelity Investments office sign displayed in front of a modern financial building in downtown Boston.
FIDELITY

Fidelity 401(k) balances hit record high in Q2 2026

Retirement savings across the United States have reached a significant milestone…
20h ago
A chart showing retirement account balance growth alongside rising hardship withdrawal rates in 2026.
FIDELITY

Average 401(k), IRA balances hit record highs — but more workers are raiding their accounts, Fidelity says

Retirement account balances have climbed to record highs, with the average 401(k…
22h ago
A stylized graphic showing a check marked with 2026 and an upward trend arrow representing Social Security benefit increases.
SOCIAL SECURITY ADMINISTRATION

Social Security Benefits Rise to About $2,080 in 2026 – What Retirees Need to Know

Social Security benefits have increased for 2026, with the average monthly retir…
1d ago
A group of older adults smiling at a summer garden party with food and wine.
SOCIAL SECURITY

Here’s the average Social Security check by age in 2026 — how does yours compare?

Social Security is the main source of income for millions of Americans, but the …
1d ago
A tablet screen showing the Orion wealth management platform dashboard with BlackRock and Vanguard branding logos.
ORION

Orion Adds BlackRock, Fidelity Investments, and Vanguard to Tailored Allocation Portfolios

Orion Advisor Solutions has officially integrated institutional-grade investment…
1d ago
Financial chart showing market growth alongside the Nomura corporate branding in a professional office environment.
NOMURA

Nomura International Wealth Management Names Ray Sharma-Ong Chief Investment Officer and Head of Discretionary Portfolio Management

Nomura International Wealth Management has officially appointed Ray Sharma-Ong a…
1d ago
Invesco branding and office exterior representing the firm's Asia Pacific regional operations.
INVESCO

Invesco's Andrew Lo to Retire in March 2027; Marty Franc Named Head of Asia Pacific

Invesco has officially announced a significant leadership transition for its Asi…
1d ago
Kshitij Kulkarni speaking at the Hubbis India Wealth Management Forum about cross-border wealth structuring.
1291 GROUP

Objectives First, Structures Second: Insights from Kshitij Kulkarni

Wealth structuring is not about picking the most popular tool. It is about align…
1d ago
Fred Barstein, CEO of The Retirement Adviser University, speaking at a professional industry conference.
WORLD ADVISORS

RPA Aggregator Consolidation to Heat Up

The retirement plan advisor aggregator market is undergoing a significant transi…
1d ago
Ari Baum, CFP, reviewing a family balance sheet with a client to discuss concentration risks and liquidity needs.
ENDURANCE WEALTH PARTNERS

The portfolio may be diversified. The family often isn't

Advisors often focus exclusively on the diversification of investment portfolios…
1d ago
A close up view of tax forms and financial planning documents resting on a desk.
GRIMES & COMPANY

$7B Grimes Adds Tax Practice, Appoints New COO

Grimes & Company, a $7 billion RIA, has acquired the tax practice of Stevens and…
1d ago
Marilyn See speaking at the Hubbis India Wealth Management Forum in Mumbai about wealth structuring strategies.
TRIDENT TRUST

Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See

Wealth structuring often starts with the wrong question. Many advisors lead with…
1d ago
A street scene in downtown Fresno showing local businesses and infrastructure with a sunset background.
WALLETHUB

Fresno ranks among worst cities for retirement, along with these California spots

Planning for retirement involves more than just savings accounts. A recent study…
1d ago
Marilyn See speaking at the Hubbis India Wealth Management Forum about complex cross-border wealth structuring strategies.
TRIDENT TRUST

Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See

When we talk about wealth structuring, we usually jump straight to the tools. We…
2d ago
Social Security Administration headquarters in Woodlawn, Maryland, where administrative decisions on benefits are made.
SOCIAL SECURITY

Will you get your full Social Security payout? Here’s what experts say.

The Social Security trust fund is projected to run dry by 2032. If the current l…
2d ago
Dominic Volek speaking at the Hubbis India Wealth Management Forum regarding global residence and citizenship planning.
HENLEY & PARTNERS

Henley & Partners’ Dominic Volek: Residence, Citizenship And Education Planning For India’s Global Families

The landscape for wealthy Indian families is changing fast. At the Hubbis India …
2d ago
Jan Jambon speaking at a press event regarding pension policy updates in Belgium.
BELGIAN GOVERNMENT

One in 20 civil servants receiving disability pension are still working

New figures reveal a significant trend within the Belgian civil service. Current…
2d ago
A stylized financial awards banner representing the Citywire Americas Distribution Awards 2026 for Brazil market leaders.
CITYWIRE

Americas Distribution Awards 2026 - Brazil asset class and provider winners

The Citywire Americas Distribution Awards 2026 have officially recognized the to…
2d ago
Social Security Administration office building sign with a clear view of the entrance.
SOCIAL SECURITY

Social Security latest update: 2 types of payments arriving this week

The Social Security Administration manages two distinct payment tracks that impa…
2d ago
Signage for Allworth Financial, a registered investment advisor firm with over $40 billion in assets.
ALLWORTH FINANCIAL

Allworth Adds $947M with Deals in Rochester and Indianapolis

Allworth Financial has officially cleared the $40 billion mark in assets under m…
2d ago
David Kowach, CEO of &Partners, discussing the latest recruitment of two advisory teams totaling $1.5 billion in AUM.
ANDPARTNERS

&Partners Recruits Two Teams With $1.5B in AUM

St. Louis-based &Partners continues its rapid growth, adding two major advisory …
2d ago
A close-up of a digital banking app showing a successful federal deposit notification on a smartphone.
SOCIAL SECURITY

Social Security latest update: 2 types of payments arriving this week

The Social Security Administration has confirmed its payment schedule for the fi…
2d ago
Hightower CEO Larry Restieri in a professional setting, representing the firm's push toward integrated wealth operations.
HIGHTOWER

Hightower Picks Onboarding FinTech Dispatch for Signature Wealth

Hightower Advisors has officially partnered with fintech firm Dispatch to suppor…
2d ago
A stylized graphic showing a calendar for September 2026 with the first day highlighted in red for SSI payment.
SSA

When do you get your SSI check for September 2026? See the schedule

The Social Security Administration has confirmed the payment schedule for Septem…
2d ago
Hightower Advisors office sign featuring the company logo during a corporate transition.
HIGHTOWER

Hightower Advisors Selects Dispatch to Power Hightower Signature Wealth

Hightower Advisors has officially selected Dispatch to upgrade its Signature Wea…
3d ago
A man gardening in his yard in 1986, representing the long-term lifestyle considerations of retirement.
WALLETHUB

America's best places to retire in 2026 revealed

Florida continues to hold the top spots in the annual rankings for the best plac…
3d ago
Financial chart showing the performance divergence between growth and value indices throughout 2026.
LPL FINANCIAL

The Cash Flow Case for Value Stocks

The market landscape is shifting as the long-standing dominance of growth stocks…
3d ago
A stylized digital interface showing graphs and data streams overlaying an investment office setting.
ALPHA WEALTH SUMMIT

Alpha Wealth Summit 2.0: How AI is reshaping portfolio management and the role of human judgement

Artificial intelligence is changing how investment decisions are researched, exe…
3d ago
An elderly person looking at a document while holding a coffee cup in their home kitchen.
SOCIAL SECURITY

Social Security's COLA bump may not offset what's coming

Social Security beneficiaries received a 2.8 percent raise this year, but it is …
3d ago
A man gardening in his yard, representing the lifestyle opportunities found in top retirement cities.
WALLETHUB

Florida cities sweep top 3 places for retirees in 2026

Florida has claimed the top three spots in the 2026 WalletHub survey for the bes…
3d ago
Social Security Administration office sign outside a federal building.
SOCIAL SECURITY

Social Security’s COLA bump may not offset what’s coming

Social Security recipients are looking ahead to 2026 with a mix of anticipation …
3d ago
Aerial view of a coastal shopping district with palm trees and boardwalks in The Villages, Florida.
WALLETHUB

The Best and Worst US States to Retire in, Ranked

Planning for retirement involves more than just a savings account. Choosing the …
3d ago
Signage for a UBS office building in Los Angeles, indicating the firm's expansion in the Century City financial district.
UBS

UBS Snags $11.5-Million Bernstein Team in Los Angeles

UBS Wealth Management USA successfully recruited Lumina Wealth Partners, a high-…
3d ago
A parent sitting at a kitchen table with a child, discussing a budget on a tablet to learn financial management.
ACORNS

Parents say talking about money is harder than discussing sex

Parents across the country are finding it more difficult to talk to their childr…
4d ago
A person organizing coins and currency notes on a wooden desk, symbolizing personal finance management.
BONE FIDE WEALTH

Want an expert’s advice on how to save more or grow the savings you’ve already got? Send us your questions

Saving money is rarely a straightforward process, especially when everyday costs…
4d ago
Social Security Administration building sign in front of a government office used for benefit distribution.
SOCIAL SECURITY ADMINISTRATION

When do Social Security payments go out for September? See schedule

The Social Security Administration has released the payment schedule for Septemb…
4d ago
Berkeley County Library logo and event information graphic for a free legal talk on wills and estate planning.
SOUTH CAROLINA BAR

Library to host free legal talk on wills and estate planning

The Berkeley County Library System is teaming up with the South Carolina Bar to …
4d ago
Torsten Slok, Apollo Chief Economist, presenting analysis on the impact of AI on future interest rates.
APOLLO

Think Six Months Ahead

Interest rates remain elevated due to inflation and fiscal concerns. Most invest…
4d ago
Financial district office building in Frankfurt representing the German banking and insurance sector undergoing reforms.
GERMAN ECONOMY

Banks and insurers brace for biggest German pension upheaval in 20 years

Germany is undergoing its most significant pension reform in twenty years, forci…
4d ago
A Bloomberg web portal security message prompting a user to verify they are not a robot to continue reading.
BLOOMBERG

SpaceX Windfall Presents Dilemma for California Pension Fund

Recent reports show that Bloomberg has increased its focus on digital security, …
4d ago
A close-up of a Social Security benefit check alongside a monthly calendar for September.
SSA

When Social Security recipients will get September payments

The Social Security Administration has confirmed the payment schedule for Septem…
4d ago
Social Security Administration official seal displayed on a document with currency in the background.
SOCIAL SECURITY

Social Security recipients need to remember this important date

Millions of Americans relying on Social Security are waiting for a critical anno…
4d ago
A close-up of a calendar showing October 2026 dates with marked Social Security payment days.
SOCIAL SECURITY

When are September Social Security checks coming? It starts to get tricky very soon

Social Security beneficiaries should prepare for a shifting payment schedule ove…
5d ago
Brittany and Kelan Kline posing together in front of their office to discuss their financial journey.
THE SAVVY COUPLE

A financially independent couple shares 3 money rules that helped them pay off debt and build wealth

Brittany and Kelan Kline, the founders of The Savvy Couple, reached a $1 million…
5d ago
Pearl Ling arriving at the Hong Kong High Court during legal proceedings regarding the Lim Por-yen estate.
ESTATE

Legal battle over Hong Kong tycoon Lim Por-yen’s HK$2.9b estate set to rumble on

The long-running legal battle over the HK$2.9 billion estate of the late Hong Ko…
5d ago
An older American professional reviewing financial documents at a desk to plan for retirement milestones.
SOCIAL SECURITY

What's the real retirement age in America? Here are 4 guesses

Are you confused about when to retire? You are not alone. While many of us grew …
5d ago
A close-up of a Social Security check processing machine used by the Social Security Administration to issue monthly benefits.
SOCIAL SECURITY

First round of September Social Security payments goes out in 11 days

The Social Security Administration has released the payment schedule for Septemb…
5d ago
A chart illustrating the ratio of Social Security benefits to lifetime tax contributions for modern retirees.
SOCIAL SECURITY

Social Security Retirees Set to Collect 33% More Than They Paid In

New data from the Committee for a Responsible Federal Budget confirms that Ameri…
5d ago
Baird office building exterior in Milwaukee with the firm's signage visible during a sunny day.
BAIRD

Baird Tells Advisors to Use Their ‘Discretion’ With Shook Rankings: Memo

Robert W. Baird & Co. is reevaluating its relationship with Forbes-Shook advisor…
5d ago
Actor Michael Keaton at the Critics' Choice Movie Awards in 2015, highlighting his long career in film.
SOCIAL SECURITY

Michael Keaton's Social Security Check vs. the Average American's

Actor Michael Keaton reached the age of eligibility for Social Security back in …
5d ago
A close-up view of a business card with the words Cash Flow written on it, resting on a white surface.
NUVEEN

7%+ Yielding Monthly Dividend Machines For Tax-Advantaged Retirement Income

Retirees often struggle to find a balance between reliable monthly income and ta…
6d ago
A Social Security card resting on top of a stack of U.S. dollar bills on a wooden surface.
SOCIAL SECURITY

Social Security Update: 4 Proposals Could Change Benefits for Millions

Social Security faces a critical juncture as trustees warn that the Old-Age and …
6d ago
Back to Business News