Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.

“We can see that it may be a bit harder for companies to market their products in the EU, but there is a period of normalisation once the rules are implemented, and I do believe there are more positives,” says Luis Dos Santos, the CEO of Trade Nation Portugal. The London-based broker has just secured…

Specialist lender Charles Street Finance has appointed Ajmad Ibn-Abdul as its business development manager (BDM) covering the Midlands and South West. He brings nearly 25 years of experience in financial services to the role, having previously worked in the bridging and commercial finance sectors.  Ibn-Abdul has previous experience as an adviser with HSBC, Lloyds and RBS, and…

Roma Finance has launched a commercial mortgage range, following the extension of its forward flow agreement with JPMorgan. The range offers loans up to £2m to property investors, trading businesses and operating companies, and property company (opco-propco) structures across England, Scotland and Wales.  Rates start from 7.1% up to 70% loan to value (LTV),…

Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast with guest Phil Palumbo, CEO/CIO of Palumbo Wealth Management and host of the Palumbo Pulse, to discuss aging demographics and implications for retirement planning and advisors. Palumbo describes leaving UBS to go independent for fiduciary alignment, better economics, and broader investment access, and explains his firm’s focus…

Bengaluru-based e-commerce platform Meesho reported a significantly improved financial performance for the first quarter of FY27, with losses narrowing sharply as its core marketplace business continued to expand. Strong growth in revenue, rising order volumes and better operational efficiency helped the company move closer to profitability during the April-June quarter. Meesho Q1 Results: Net Loss…