Savvly's new pooled equity index fund has some similarities to a tontine, an investment that pays out at higher amounts as other participants die or withdraw early.
A new product aimed at gig workers gives a 1% match on IRA contributions.
Nearly half would prefer to talk about death than finances, a new survey finds.
An ode to collaborative, multi-disciplinary planning.
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Oct 08, 2024
Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization.
Defensive practices and planning ahead is key.
The court decided in favor of her son Homer.
