Federal Briefs

Trustees and Mercer speed up bulk annuity deals with teamwork

Mercer’s DB Master Trust executed three bulk annuity buy-ins in weeks this year, part of a record 350-375 transactions in 2025, driven by teamwork and workflow
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Investors seek greater control over financial data Market Picks

Investors seek greater control over financial data

BY Wanda Kusumawati
September 10, 2026
Canadian regulators propose giving investors more control over financial data to ease switching firms. See how this could impact your assets.

State Biz

Canada bank adopts new forecasting model
State Biz

Canada bank adopts new forecasting model

BY Tara Mulyani • September 23, 2026

Financial advisors urged to rethink solo aging support gaps

BY Wanda Kusumawati • September 18, 2026
Financial advisors urged to rethink retirement planning for solo agers, as a new report reveals systemic gaps and low confidence in financial preparedness.

Trump threatens tariffs over EU-Canada talks

Wanda Kusumawati • September 17, 2026
Trump threatens tariffs after EU-Canada talks escalate, calling Canada’s potential EU membership a ‘hostile act’ and blocking federal contracts.

FIS unveils embedded banking platform for banks

Tara Mulyani • September 7, 2026
FIS launches its embedded banking platform, enabling banks to offer instant account creation and fund transfers via APIs directly within existing software.

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Johnson & Johnson to pay $5.5 billion over cancer claims

Johnson & Johnson to pay $5.5 billion over cancer claims

By Tara Mulyani July 29, 2026
Johnson & Johnson to pay $5.5 billion over cancer claims related to baby powder and talc products causing ovarian cancer.
Adviser faces conflict of interest at home

Adviser faces conflict of interest at home

By Tara Mulyani July 28, 2026
A financial planner faces emotional challenges helping clients with grief and divorce, using her own experiences to inform her work as a financial planner.
Students Advising: Check University Business Links

Students Advising: Check University Business Links

By Wanda Kusumawati July 28, 2026
Check university business links to boost your career as a financial adviser. Explore how school partnerships with firms provide significant career advantages.
Greg Moss champions the beauty of human quirks

Greg Moss champions the beauty of human quirks

By Wanda Kusumawati July 27, 2026
Greg Moss explores how human quirks shape financial planning and why AI struggles to replicate genuine understanding and empathy.
New leader to continue flawed policies

New leader to continue flawed policies

By Wanda Kusumawati July 27, 2026
New leader to continue flawed policies with tax changes affecting savers and businesses, raising concerns about upcoming policy moves and retirement savings.
UK passive funds dominate Q2 investor inflows

UK passive funds dominate Q2 investor inflows

By Wanda Kusumawati July 26, 2026
UK passive funds captured 70% of Q2 investor inflows, widening the gap as active strategies lag behind in performance and demand.
Week in Brief: July 20 to 24

Week in Brief: July 20 to 24

By Wanda Kusumawati July 25, 2026
UK wealth managers face turbulent week amid retirement timeline changes and legal battles over commission structures. Read the latest industry analysis.
AI’s quiet sway over financial markets

AI’s quiet sway over financial markets

By Tara Mulyani July 24, 2026
AI is silently reshaping financial markets, driving trillions in passive investments and altering stock benchmarks like the Russell index.
Lithium prices hit five month lows

Lithium prices hit five month lows

By Laila Fitriansyah July 24, 2026
Lithium prices hit five month lows due to oversupply concerns as idle mines restart in China and Australia, affecting lithium carbonate contract prices.
Pakistan seeks new oil routes amid Hormuz tensions

Pakistan seeks new oil routes amid Hormuz tensions

By Laila Fitriansyah July 22, 2026
Oil routes are vital as Pakistan seeks alternatives amid Hormuz tensions, with refineries turning to U.S., Nigeria, Singapore and Central Asia for crude supplie
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