Conventional wisdom sounds the alarm on a looming “advisor shortage” of approximately 100,000 professionals as the baby boomer generation retires by 2034. But the future of wealth management isn’t about filling empty advisor seats; it’s more about combining scaled technology with the enduring investors’ needs of emotional support. Moreover, terms to describe any shortage are…
Local officials in King of Prussia are trying to get in on the sports and entertainment real estate boom and are seeking millions in state funding to make that happen. The site at 650 Park Ave. in Upper Merion Township, Pennsylvania Leaders in Upper Merion Township, which includes King of Prussia, want to build a 7,500-seat venue on…
Savant Wealth Management has secured a $270 million minority stake from Hamilton Lane, which will allow current minority holder Cynosure Partners to offer a liquidity option to its original partners about 10 years after the initial investment, the firms announced. The move by Westford, Mass.-based Cynosure to secure funding allows it to remain invested in…
Health insurance policies often include technical terms that can be difficult to understand. However, not knowing what these terms mean could increase your out-of-pocket expenses during a medical emergency. Two commonly misunderstood features are co-payment and deductible. While both can help lower your insurance premium, they work very differently when it comes to settling claims….
Memecoin.fun, a token launch platform operating on Robinhood Chain, has obtained $3.5 million in a strategic investment round to advance its meme token tools and related systems. The funding round, finalized via the USDG token, was spearheaded by Becker Ventures. Additional backers included BitValue Capital, Mason Labs, Negentropy Capital, and individual investor Billy Wen. Project…
Estate agents in Great Britain are experiencing the longest wait on record to receive commission payments, as the average home sale now takes 216 days from listing to completion, according to analysis by Rightmove. The property portal’s data shows the current timeline comprises 62 days to secure a buyer and a further 154 days between…
Wealth management firm WRISE Group has established WRISE AI Labs and named Jeffrey Wu as group chief scientist, while setting aside an initial HK$30m for the build-out of AI-based wealth management tools. The move is part of its longer-term AI plan and is intended to support changes in wealth management through technical direction, technology development…
Bullets Dodged Thu, Jul 30 2026, 4:14 PM We’ve seen our fair share of bonds punishing the market on occasions where bond traders were forced to worry about a significant change in a fiscal or monetary regime (or the absence of a desired change). Wednesday’s reaction to the Fed ran the risk…
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An insurance policy generally isn’t something you can return for your money back. But there’s one exception: return-of-premium (ROP) life insurance. This type of coverage reimburses you for the money you paid in premiums if you don’t die during the term. Some insurers offer it as a stand-alone policy, though it’s commonly sold as a…