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Browsing Tag

financial services

51 posts
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
Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)
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Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)

  • November 5, 2025
With so much industry jargon in the personal finance world, it can be hard to know exactly what…
MMedication
Trump Negotiating Deal With Ozempic Maker to Sell Some Weight-Loss Drugs for $149
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Trump Negotiating Deal With Ozempic Maker to Sell Some Weight-Loss Drugs for $149

  • November 5, 2025
The Trump administration is negotiating a deal with weight-loss drugmakers Eli Lilly LLY 1.15%increase; green up pointing triangle…
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…
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…
EEconomy
Japan Economy Shows Some Strength as Markets Weigh BOJ Hike
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Japan Economy Shows Some Strength as Markets Weigh BOJ Hike

  • October 31, 2025
TOKYO—The Japanese economy is showing some signs of improvement, a slew of data indicated Friday, amid heightened speculation…
HHealthcare
CVS Posts Loss on Write-Down, Boosts Guidance
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CVS Posts Loss on Write-Down, Boosts Guidance

  • October 29, 2025
CVS Health CVS -0.68%decrease; red down pointing triangle raised its guidance for the rest of the year, boosted…
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
My husband and I have $7K in Social Security and $2.5 million in stocks. What could go wrong?
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My husband and I have $7K in Social Security and $2.5 million in stocks. What could go wrong?

  • October 27, 2025
Published: Oct. 27, 2025 at 8:08 a.m. ET Dear Quentin, I am retiring next year, but I hope 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…
Ireland
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