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Browsing Tag

BANKING

71 posts
PPersonal finance
‘I suddenly feel like a small fish.’ I had $80K before the ‘tariff drama’ but now my financial adviser doesn’t seem interested in me. What do I do?
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‘I suddenly feel like a small fish.’ I had $80K before the ‘tariff drama’ but now my financial adviser doesn’t seem interested in me. What do I do?

  • November 12, 2025
Question: “I’m interested in finding a new financial planner. My current one has merged with another company and…
PPersonal finance
‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.
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‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.

  • November 11, 2025
Question: “My wife and I are both retired in Wisconsin and we’re both collecting Social Security. I have…
EEconomy
Hellenic Post may be in trouble with giro accounts
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Hellenic Post may be in trouble with giro accounts

  • November 10, 2025
[InTime News] The difficult financial situation in which Hellenic Post (ELTA) finds itself – a situation that now…
PPersonal finance
I want to keep my job and claim Social Security as soon as possible. How much will I get? - MarketWatch
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I want to keep my job and claim Social Security as soon as possible. How much will I get? – MarketWatch

  • November 8, 2025
I want to keep my job and claim Social Security as soon as possible. How much will I…
PPersonal finance
How much more money you could make by moving your savings to a smaller bank
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How much more money you could make by moving your savings to a smaller bank

  • November 7, 2025
Experts say big banks are ‘taking too many savers for granted by paying them paltry returns’ on their…
PPersonal finance
How much more money you could make by moving your savings to a smaller bank
Read More

How much more money you could make by moving your savings to a smaller bank

  • November 7, 2025
Experts say big banks are ‘taking too many savers for granted by paying them paltry returns’ on their…
PPersonal finance
Natasha is 28 years old with $310,000 in shares and a $1 million net worth — these are the rules she swears by
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Natasha is 28 years old with $310,000 in shares and a $1 million net worth — these are the rules she swears by

  • November 5, 2025
At 18, Natasha Etschmann wasn’t a finance expert — she was a disability support worker pulling overnight shifts…
PPersonal finance
Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit
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Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit

  • November 5, 2025
SYDNEY—Australian investment manager Perpetual said it is in talks with Bain Capital for a potential sale of its…
PPersonal finance
‘She is trusting and not a financial person.’ My 80-year-old, widowed mom’s financial adviser seems to be charging 3%. We asked for a refund. He ‘went radio silent.’ Now what?
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‘She is trusting and not a financial person.’ My 80-year-old, widowed mom’s financial adviser seems to be charging 3%. We asked for a refund. He ‘went radio silent.’ Now what?

  • November 4, 2025
Question: “Our 80-year-old mother was widowed in 2011 and when her adviser moved to a large investment banking…
PPersonal finance
AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now
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AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now

  • November 4, 2025
Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content…
EEnvironment
Indigenous People to Be Paid to Protect Amazon Rainforest in New REDD+ Projects
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Indigenous People to Be Paid to Protect Amazon Rainforest in New REDD+ Projects

  • November 3, 2025
WSJ ProNov. 3, 2025 5:30 am ET A U.S. carbon-credit marketing company, a French bank and corporate buyers…
PPersonal finance
‘Have we not learned lessons?’ I’m worried my money is just funding my adviser’s life. How can I be truly sure he’s not a crook?
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‘Have we not learned lessons?’ I’m worried my money is just funding my adviser’s life. How can I be truly sure he’s not a crook?

  • November 3, 2025
Question: “Why do people need financial advisers? It seems that a financial adviser is a fancy way to…
Ireland
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