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Steve Randall

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Most people overvalue their time, underestimate their retirement savings

Empower study reveals people’s perceptions are often way out.

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Franklin Templeton wants to transform the industry through Microsoft AI partnership

The collab will use AI to power-up digital transformation at scale.

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As home prices climb again, it’s cheaper to rent in the largest metros

Buying a home remains an aspiration but perhaps the time isn’t right?

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Celebrity, charity, diversity: Insights from a ‘financial architect’

Angeles Wealth’s Rick Nott shares his career journey working with wealth.

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Confidence of a better year surges among private equity execs

The industry is poised for a rise in deals and AI playing a larger role.

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Younger Americans’ wealth growth has beaten historic norms  

Under 40s have seen wealth accumulation rise faster than other generations.

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Despite the cost of living, Americans remain on top of their mortgages

Stats reveal that all stages of delinquency are around historic lows.

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Women may gain from wealth transfer, but it won’t solve the big issues

Penny Finance report highlights ongoing challenges in gender wealth gap.

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  • News
  • April 25, 2024

US investment firms have seen 9% rise in financial impact of fraud

LexisNexis report highlights increased risk as digital channels expand.

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IRS wants to streamline tax disputes with new focus on alternative programs

Alternative Dispute Resolution Program Management Office formed.