March 4, 2026

Wealth Management

Wealth Management

Chart: How Satisfied Are Americans With Their Finances?

The coronavirus pandemic and the war in Ukraine were and still are two of the main drivers of macroeconomic changes around the world, from rising energy and food prices to hundreds of thousands of jobs cut due to pandemic-induced hiring sprees by big tech firms in particular. Four years after the outbreak of corona and

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Wealth Management

What the Labour government could mean for your finances

Labour has swept to power with a landslide general election victory and new prime minister Keir Starmer has immediately promised to rebuild Britain and its economy. He used his first speech outside No. 10 Downing Street to promise “wealth created in every community”. The new government has “multiple policies” that could have an impact on

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Wealth Management

Thoughts for people who love managing their money, but worry about advancing age

There’s a tipping point where people who have managed their finances and investments over a lifetime question their ability to carry on as they age. I know this from the flow of e-mails from readers in this situation. The question they all ask: What options are there for getting help? For answers, let’s check in

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Wealth Management

How SA’s FinWise helps people manage their personal finances

South African startup FinWise is a personal finance management website – and soon to be mobile app – that helps people improve the way they work with, and manage, their personal finances.  FinWise was founded by husband-and-wife team Jason Russell and Nicol Vojacek, both professional software engineers, in March 2023 in Cape Town, and has

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Wealth Management

Business Clinic: Tax advice for farmworker cottage construction

Whether it’s a legal, tax, insurance, management or land issue, Farmers Weekly’s Business Clinic experts can help. Here Victoria Dadswell, tax director, MHA, advises on the tax implications of a development of farmworker cottages. See also: Business Clinic – should we use discretionary trust to protect farm assets? Q: We have planning permission to build

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Wealth Management

Personetics Recognized by Celent as a Global Leader in Personal Financial Engagement (PFE) for Retail Banking

Beyond PFM: “Leader in proactive customer engagement” lauded for AI-powered PFE in Celent report  NEW YORK, June 17, 2024 /PRNewswire/ — Personetics, the global leader in AI-based personalized engagement solutions for financial institutions, has been prominently featured in a new report from leading analyst firm Celent titled “Personal Financial Engagement Solutions for Retail Banking.” The report

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Wealth Management

A comprehensive approach to personal financial management

In today’s world, where financial stability is essential for a secure and fulfilling life, personal finance remains a glaring omission from most educational curricula. For many individuals, the journey toward financial literacy is a self-taught endeavour, with only a fortunate few benefiting from mentorship. However, the consequences of poor personal financial management are severe and

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Wealth Management

Top 10 Personal Finance Podcasts

“The best thing money can buy is financial freedom.” — Rob Berger, author of Retire Before Mom and Dad. Who wouldn’t want to become financially free and retire earlier, healthier, and wealthier? But we have a problem here. We don’t know how to manage money well. In fact, 48% of Americans feel anxious and overwhelmed

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Wealth Management

How DBS Bank filled ‘knowledge deficit’ in personal finance with TableTok

Winning Influencer Marketing Gold in The Drum Awards for Marketing APAC is DBS Bank’s TableTok. Here is the award-winning case study. Winning Influencer Marketing Gold in The Drum Awards for Marketing APAC is DBS Bank’s TableTok. Here is the award-winning case study. In 2023, over half of surveyed Singaporeans (55.2%) said they considered themselves financially

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Wealth Management

Best Personal Finance Management Software in 2025

There are dozens of apps designed to help you budget smarter, track your spending, set financial goals, and keep an eye on your investments. Some are free while others charge a monthly fee, which could be worth it if you can save more money or pay off debt faster. We narrowed down the field of

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