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PHOENIX--(BUSINESS WIRE)--The threat of more tariffs is raising cost-of-living concerns among many Americans. For those living paycheck-to-paycheck, increased expenses could lead to a debt spiral. “Credit cards often become the fallback when we can’t make ends meet, as cutting entertainment and other non-essentials may not provide enough cushion,” said Manuel Salazar, chief executive officer at Take Charge America, a national nonprofit credit counseling and debt management agency. “With interes...

PHOENIX--(BUSINESS WIRE)--University of Phoenix is pleased to continue its webinar series with Goalsetter, an award-winning financial education platform dedicated to helping individuals and families achieve financial wellness through engaging and practical resources. The eighth installment of the ten-part series, “How to Plan for Your Eventual Retirement,” will take place on Tuesday, June 17, at 12 p.m. MST. This session, featuring Goalsetter Founder and CEO Tanya Van Court, Edward Jones Adviso...

RESTON, Va.--(BUSINESS WIRE)--Nacha's Payments Innovation Alliance, a membership program that brings together diverse global stakeholders seeking to transform the payments industry, has updated its tools to help financial institutions educate the public about the prevalence of elder financial exploitation and how to assist account holders who may have been targeted. In the United States, people over age 60 lose $38.5 billion due to elder financial abuse annually, with the average loss being $83...

SINGAPORE--(BUSINESS WIRE)--A high-profile seminar titled “From Investment to Residency: New Zealand’s Active Investor Plus Visa” was held today in Singapore, bringing together high-net-worth individuals exploring residency through New Zealand’s Active Investor Plus (AIP) visa program. The exclusive, invite-only event was delivered by Greener Pastures New Zealand, ANZ Migrate, and St. James’ Place, the three firms at the forefront of investment migration and wealth advisory. The strong turnout...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners welcomes Anchyra Partners, a new independent registered investment advisory firm based in Atlanta. The team previously managed $2.6 billion in client assets. Anchyra will focus on ultra-high-net-worth clients and multi-family offices and expand through both organic growth and acquisitions. Robert Durham, Zack Cloud, and Brian Gately founded Anchyra to combine institutional investment expertise with state-of-the-art technology and...

NEW YORK--(BUSINESS WIRE)--Carefull partners with the Alzheimer’s Association to protect families....

WESTLAKE, Texas--(BUSINESS WIRE)--Millennial women are getting started with investing nearly a decade earlier than Boomer women, according to a new generational analysis of data from Charles Schwab’s 2025 Women Investors Survey. They are also investing in a broader and more complex range of asset classes, have greater confidence in their investment strategies, and are more likely to say they find investing fun and empowering than older generations. The survey of 1,200 American women investors w...

RADNOR, Pa.--(BUSINESS WIRE)--Eclipse Private Wealth Management is pleased to announce that Mitchell Benedon, CFP® has joined the firm as a Senior Wealth Advisor. Mitch is a CERTIFIED FINANCIAL PLANNER® professional with a multifaceted background, including financial planning, estate planning, insurance, investments, tax planning, employee benefits, and retirement planning. “We’re thrilled to welcome Mitch to the Eclipse team,” said Joel R. Freedman, CFP®, CPWA®, Managing Director at Eclipse. “...

BOCA RATON, Fla.--(BUSINESS WIRE)--Fynancial, a leading mobile-first SaaS platform transforming the wealth management experience, today announced the official launch of Fyn, a first-of-its-kind Agentic AI assistant built exclusively for financial advisors. Fyn is designed to simplify day-to-day advisor workflows by combining firm data, client activity, and platform integrations into one intelligent command center. Advisors can ask Fyn to summarize meetings, surface client-specific opportunities...

BIRMINGHAM, Ala.--(BUSINESS WIRE)--Regions Bank on Wednesday announced its Wealth Management division has received two top industry honors from Global Private Banker’s 2025 Global Private Banking Innovation Awards. Best Trust Services by a Private Bank: For more than 100 years, Regions Wealth Management and its predecessor banks have provided advice, guidance and a collection of tailored trust solutions to meet clients’ financial goals. Regions trust advisors provide estate planning, wealth tra...