Cetera Financial Group has added iTP Partners and its registered investment adviser Blue Horizon Equity to its Blueprint RIA platform, the San Diego-based independent broker/dealer announced Tuesday.iTP Partners, which had formerly been with Cetera rival Osaic, will bring over about $3.5 billion in assets under administration and almost 50 financial advisors, according to the announcement.Co-founded … Read more

Millennial and Gen Z investors are redefining wealth through travel, dining, and flexibility — and that’s forcing advisors to rethink how they plan A generational shift is reshaping what wealth looks like for high-net-worth clients under 45. Younger investors — Millennials and Gen Z — are increasingly directing discretionary income toward experiences such as luxury … Read more

The creator of the 401(k) has a new idea to help low- and middle-income workers save for retirement. Ted Benna, an employee benefits consultant who created the now-ubiquitous 401(k) plan in the late ‘70s, is trying to convince employers to offer a separate savings benefit: the Radish plan. In short, the Radish plan is an … Read more

NEW YORK–(BUSINESS WIRE)–Asset Vantage, an AI-led wealthtech SaaS platform built by a family office for family offices and part of the UNIDEL Group, today announced the appointment of Nicole Eberhardt as its Global Chief Executive Officer, effective August 1, 2026. Nicole, who previously served as Asset Vantage’s Managing Director, North America, will lead the company’s … Read more

Thousands of retirees will be forced to wait an extra year for vital pension increases because a government compensation scheme cannot pay them on time.More than 330,000 retirees who rely on the Pension Protection Fund (PPF) and the Financial Assistance Scheme (FAS) were promised their payouts would finally start rising with inflation by as early … Read more

A robot is on display at the 2026 World Artificial Intelligence Conference. Photo: Wu XueChina’s services trade totaled 3.779 trillion yuan ($560 billion) in the first half of 2026, up 8.3 percent year-on-year, a trend that a Chinese industry analyst said highlights the growing momentum of China’s new quality productive forces.According to data released by … Read more

WASHINGTON (AP) — U.S. job openings fell slightly in June, but the labor market continued to show resilience in the face of an economic shock from fighting in Iran and the closure of the Strait of Hormuz.Employers posted 7.36 million vacancies in June, down from 7.54 million in May, the Labor Department said Tuesday. The … Read more

KUALA LUMPUR: Hong Leong Bank Bhd (HLB) has won six regional and international wealth management awards as it accelerates its wealth management transformation strategy.In a statement, the bank said HLB Private Bank was named Best Private Bank/Wealth Manager in Malaysia and Singapore at the WealthBriefingAsia Awards, while HLB Priority won Best Bank/Wealth Manager for Emerging … Read more