Antonio_Diaz / Getty Images/iStockphoto No matter what stage you find yourself in with your finances, there’s always room for improvement. And there’s never been a better time to get on track with your money than now. Check Out: I’m a Self-Made Millionaire: 6 Steps I Took To Become Rich on an Average Salary For You:
By Gloria Methri Today Europe Financial Data Management Financial Planning Open finance provider Insurely has announced the launch of a new product, Investment Data Access. The solution enables banks and other financial institutions to access data on their customers’ investments in real-time. It covers various investment categories, such as stocks and mutual funds held in
PeopleImages / Getty Images/iStockphoto When you think about financial planning, odds are, you’re more focused on creating budgets and researching savings accounts. You’re probably thinking of how to invest, maybe for the first time ever, while feathering your financial nest and securing that egg through a robust retirement plan. You might not be thinking of
ETFs, as an investment vehicle, cover all types of asset classes, and index and active funds are seeing strong adoption across diverse areas. This is especially true as the global ETF industry saw a record-breaking 1,063 new ETF launches in the first seven months, surpassing the previous record of 988 recorded in the same period
UBS Group AG’s (UBS Quick QuoteUBS – Free Report) division — UBS Asset Management — has entered into a definitive agreement to divest the management of its Quantitative Investment Strategies (QIS) business to Manteio Partners LLC and its affiliates. The transaction is expected to close in the fourth quarter of 2024, subject to regulatory and
End-of-life financial planning can be a sensitive subject, but it’s a crucial one. Crescent Grove Advisors managing director and senior client advisor Gregg George joins Wealth! to discuss how individuals should approach this important task. George advises that people should start considering end-of-life financial planning in their early 30s. He notes that during this time,
sturti / iStock.com Every generation has unique financial needs based on their economic situations and life stages, making financial planning a serious struggle for many. Gen Z, approximately ages 12 to 27, spans several life stages, from the youngest who won’t be working for several more years, to the oldest who aren’t only working but
American Airlines’ (AAL Quick QuoteAAL – Free Report) financial stability is increasingly jeopardized by high operating expenses and low liquidity. Elevated costs, including labor, fuel, and repairs and maintenance, further strain the company’s bottom line. Also, low liquidity impedes its ability to meet obligations, making it an unattractive choice for investors’ portfolios. Let’s delve deeper.
New York Life Investments, whose parent company is New York Life Insurance Company, boasts a history of over 175 years and managed assets worth $725 billion as of Mar 31, 2024. It provides a diverse range of investment opportunities in equities, fixed-income, and alternative investments with a focus on growth, income generation and experienced management
If you buy an annuity in a rollover individual retirement account a few months from now, you might get a better deal on it. That’s because your insurance agent will be required to act as a fiduciary in your best interest. It’s just one of the changes in a new Department of Labor rule set