The Retirement Savings Reality Gap Grows — Again
By Allison BellThe difference between what Americans think they'll need and how much they've really saved has jumped 16% to $1.4 million.
April 02, 2024
Elements to Offer Planning Tool to XYPN's Fee-Only AdvisorsThe partnership will provide XYPN advisors with a new resource for financial monitoring, says XYPN founder Michael Kitces.
April 02, 2024
Creative Planning Buys $2.2B Wealth Manager in TexasThe deal with Maxwell Locke & Ritter Wealth Management, based in the greater Austin area, includes 18 employees.
April 02, 2024
UBS Plans $2B of Share BuybacksSince closing its takeover of Credit Suisse, the wirehouse has outlined targets for the integration, including $13 billion in cost savings.
April 01, 2024
Zinnia Closes on Business That Includes AnnuityNetCourt filings indicate 15 other companies expressed an interest in acquiring the business.
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.
April 01, 2024
How Financial Literacy Month Can Help You, TooThe more you know, the better you can meet the needs of prospects and clients.
April 01, 2024
For High Earners, Roth Catch-Up Contributions Are TrickyUnder Secure Act 2.0, those making more than the threshold will soon have to direct such contributions to Roth accounts.