Financial services
When it comes to emergency funds, a common rule of thumb suggests saving three to six months' worth of household expenses. However, this might not be suitable for everyone, particularly those with unpredictable income. Hayden Fisher, a chartered financial planner, recommends using this figure as a baseline while considering
Financial services
Brian Collins, a 37-year veteran advisor, has launched a new independent firm, Legacy Investment Advisors & Wealth Management, in West Virginia. With his extensive experience guiding families through key financial milestones, Collins aims to empower his clients with the knowledge and strategies needed to achieve their goals and secure their
Financial services
As many of us dream of a retirement free from financial worries, the UK Government's recent changes to pension fund taxation may cause concern for retirees. With the ability to pass pension funds on death in a non-taxable environment set to be limited from April 2027, it'
Financial services
Financial services regulations play a pivotal role in ensuring consumers are protected, contributing to sustainable and resilient participation in economic activity. The debate on the financial and digitalization chapter of the Draft National Development Plan 12 (NDP 12) has highlighted the need for effective regulations on non-banking financial institutions that
Financial services
Global brokerage firm Nomura has turned optimistic on select stocks across auto components, IT, and oil refining sectors, issuing 'Buy' calls on Sona BLW Precision Forgings, eClerx Services, and Indian Oil Corporation (IOCL) with an upside potential of up to 25%. Nomura believes that these companies are well-positioned
Financial services
Vested, a marketing and communications agency dedicated to the financial services industry, has formed a strategic partnership with Fintel Connect, a growth marketing platform for the financial industry. This collaboration will enable Vested's clients, including banks and financial brands, to tap into Fintel Connect's robust network
Financial services
A boutique rental community in Fort Lauderdale, Florida, has been sold to private investors for $6 million. The property, known as 21 Apartments, is a unique rental community that could operate as long- or short-term rentals. The property features 21 units, including studios, one-bedroom, and two-bedroom apartments, each fully furnished
Financial services
Altrio's innovative platform has been rapidly adopted by major commercial real estate brokerages, including CBRE, Cushman & Wakefield, and Colliers, due to its ability to simplify and streamline complex deal execution processes. Historically, brokerage teams relied on multiple disconnected systems, but Altrio's Origin platform brings all
Financial services
Gallagher Financial Services, an independent wealth management firm based in St. Paul, Minn., has chosen Osaic as its new partner, citing the need for robust advisor support and innovation in a post-acquisition landscape. Led by Mark Gallagher, CFP and CAP, the firm manages approximately $194 million in client assets. After
Financial services
Agnieszka "Aggie" Valenta, MSPFP, CFP, MPAS, SE-AWMA, APMA, CRPC, AWMA, ABFP, investment advisor representative at Retirement Income Source SFG, has been recognized as the Orion Award winner for Rising Star Advisor of the Year at the InvestmentNews Women to Watch Awards 2025. The national honor highlights an advisor
Financial services
A two-tenant retail strip in Totowa, New Jersey, was sold for $2,235,000, marking a significant commercial real estate transaction in the region. The property, located at 345 Union Blvd, is 100% occupied by Brooklyn Bagel and Elite Spine & Sports Care of Totowa, both with a strong presence
Financial services
As the economic uncertainty continues, people are shifting their focus from spending to saving aggressively, a trend known as "revenge saving." Revenge savers are determined to outdo themselves and save more than they ever have before, often after a period of overspending or financial uncertainty. According to Martin
