My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional?

Edelman Financial Engines is appealing a judge’s decision to dismiss its lawsuit against Mariner Wealth Advisors, intending to bring the case to the federal appeals court. Edelman Financial Engines’ attorneys on Thursday filed that they intended to appeal the case to the Tenth Circuit Court of Appeals to overturn the judgment by Kansas Federal Court…

Julius Baer said it is aiming for gross efficiency gains of SFr130m by 2028. Credit: Taljat David/ Shutterstock.com. Julius Baer’s first-half profit more than doubled on sustained money inflows, rebounding from prior-year losses tied to credit provisions and a Brazilian divestment.   The Swiss wealth manager reported IFRS net profit of SFr673m ($831.2m) for the six months to June 2026, up 128% from SFr295m in the first half of 2025.  Access…

Minutes Item 1 – Introduction and background The Chair opened the meeting, highlighting the importance of the decisions to be made in selecting a shortlist of wildlife, thanking panel members for their involvement, and asking them to introduce themselves. The team outlined trends in cash demand, highlighting the continued role played by cash in society,…

Nationwide and Virgin Money are increasing a range of mortgage rates from 16 July, with fixed-rate deals rising by as much as 35bps. Nationwide said it will increase selected fixed and tracker rates by up to 35bps. The increase will apply to products for first-time buyers, home movers, existing customers moving home and remortgage borrowers….

Key insights: Seventeen banks, including BNY, Citi, HSBC, Standard Chartered and Wells Fargo, are preparing to test live, tokenized cross-border payments on the company’s blockchain-based orchestration platform.  What’s at stake: The transition to a pilot stage is an important step for Swift as the rise of digital assets threaten its position as a key coordinator…

The wheat complex was in rally mode on Friday, closing with double digit strength across the three exchanges. Chicago SRW contracts was 15 ¼ to 20 ¾ cents in the green on the day, with nearby September up 40 ½ cents on the week.  KC HRW futures were up 17 ¾ to 22 cents at…