Financial Investment Services - Ireland

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…

PPersonal finance

I’m 49 and treated ‘unbearably’ at work. Though I don’t have as much money as I’d like, I want to work for myself. But how?

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I’m 49 and treated ‘unbearably’ at work. Though I don’t have as much money as I’d like, I want to work for myself. But how?

November 10, 2025

Question: “I’m turning 50 and don’t have as much money as I’d like but I am working. I…

PPersonal finance

‘My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start?

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‘My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start?

November 6, 2025

Question: “I’m a 64-year-old widow with two adult daughters. I have a survivor living trust where all of…

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

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…

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…

PPersonal finance

‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?

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‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?

October 28, 2025

Question: “I am looking for a financial adviser but I’m struggling to figure out the best way to…

PPersonal finance

I’m 53 and was forced to retire. I have $700K invested that currently kicks off $50K a year in distributions, as well as $320K in retirement funds. Now what?

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I’m 53 and was forced to retire. I have $700K invested that currently kicks off $50K a year in distributions, as well as $320K in retirement funds. Now what?

October 27, 2025

Question: “I am 53 years old and was forced to retire earlier than expected from my heavy equipment…

I’m 66 and recently retired. But my wife who is 63 is now sick and will need in-home care and maybe even long-term care. Who can help us now?

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I’m 66 and recently retired. But my wife who is 63 is now sick and will need in-home care and maybe even long-term care. Who can help us now?

October 25, 2025

Question: “I am 66 and recently retired. I have a sickly wife who is 63 and will soon…

PPersonal finance

‘I am concerned.’ I’m 70, a widow and have $6,700 a month to spend. My car is paid for, and I spend $1,200 a month on tithes. I’ve never in my life had a budget. Who can help?

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‘I am concerned.’ I’m 70, a widow and have $6,700 a month to spend. My car is paid for, and I spend $1,200 a month on tithes. I’ve never in my life had a budget. Who can help?

September 16, 2025

Question: “l am concerned about a budget. I am 70 years old and a widow. I currently have…