Angeles Wealth Management partner talks career ladders, money, advocacy. Cameron Rogers’ career in finance didn’t start with a job title, it started with a bank account at age eight. Armed with lemonade stand profits and her grandparents’ $2 bills, she walked into a dark-wood-paneled bank branch with her mother, signed her name on oversized paperwork,
Financial technology provider Broadridge (NYSE:BR) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 6.2% year on year to $2.07 billion. The company expects next quarter’s revenue to be around $1.51 billion, close to analysts’ estimates. Its non-GAAP profit of $3.55 per share was 1.5% above analysts’ consensus estimates. Is now the time
The Treasury is examining reforms to inheritance tax (IHT) and capital gains tax (CGT) as part of efforts to raise billions of pounds ahead of the autumn budget, with officials tasked with finding ways to address a deficit estimated at more than £40bn. According to Whitehall sources, one focus is on tightening rules around lifetime
The NHS funding allows people to take control and cover the cost of their care and support needs Personal health budgets allow patients to decide how to use the money allocated for their care(Image: GETTY) During the last tax year, over 180,000 people in England were granted NHS personal health budgets. Labour is now aiming
Diana Ross has sparked concerns for her health as she is forced to pull out of her upcoming performance for Royal Caribbean’s Star of the Sea’s showcase cruise. The 81-year-old Baby Love songstress – who recently opened up the Henley Festival last month – was slated to kick off the three-day journey on August 20
The extent to which independent financial advisors are using artificial intelligence is only starting to catch up to the “great headlines” about wealth management firms tapping AI, according to Ritik Malhotra, founder and CEO of Savvy Wealth. For many advisors, the “actual utilization is low,” beyond what has turned into “table stakes now” with tools
Press Secretary Karoline Leavitt was asked at a press briefing how the President, 79, is being treated for the chronic venous insufficiency he was diagnosed with in July Trump got diagnosed after people noticed discolouration on his hands and swelling of his ankles(Image: AFP via Getty Images) Donald Trump has made “no changes” to his
Yahoo is using AI to generate takeaways from this article. This means the info may not always match what’s in the article. Reporting mistakes helps us improve the experience.Generate Key Takeaways Lizzo‘s mental health confession from earlier this year resurfaced as she continues on her weight loss and transformation journey. She kicked off the year by announcing
The annual IBD Elite survey of the largest independent broker-dealers in wealth management contains data on 38 firms that generated more than $50 billion in combined revenue in 2024. This interactive tool contains the main ranking of firms by annual revenue, as well as other metrics voluntarily provided by the firms and compiled by Financial
PPC Enterprises recently completed an investment in Shook Research, a Boca Raton, Florida-based provider of financial adviser rankings. Founded by RJ and Elisabeth (Liz) Shook (who are married), Shook Research is the organization behind Forbes’ financial adviser rankings. The company says it works across the wealth management industry to “promote best practices, ethics, and professional