Personal Finance News

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces Conference Call to Review 2025 First Quarter Financial Results...

SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the leading platform in modern estate planning, announced a partnership with Mariner, a national financial services firm, to deliver estate planning and advisory capabilities to the more than 700 advisors managing $560B in assets at the firm. Since the partnership began, Mariner has seen a 200% increase in revenue growth rates among the advisors who have adopted Vanilla for holistic planning. “We’re thrilled to have expanded our relationship with an ico...

WASHINGTON--(BUSINESS WIRE)--F/m Investments ("F/m"), a $17 billion investment firm and innovative provider of exchange-traded funds (ETFs), today announced it has amended and updated its application with the U.S. Securities and Exchange Commission (the “SEC”) for exemptive relief. The updated filing seeks an order that would permit all existing and future funds advised by F/m through The RBB Fund – including the US Benchmark Series, a suite of 10 ETFs designed to simplify access to the US Trea...

SEATTLE--(BUSINESS WIRE)--(NASDAQ: RDFN) — Nearly one in four (24%) U.S. residents are canceling plans to make a major purchase, such as a home or a car, because of President Trump’s new tariff policies, according to a new report from Redfin (www.redfin.com), the technology-powered real estate brokerage. An additional one in three (32%) are delaying plans to make a major purchase. That’s according to a Redfin-commissioned survey conducted by Ipsos between April 10-14, 2025. The nationally repre...

SAN FRANCISCO--(BUSINESS WIRE)--Visa today announced its Product Drop event is scheduled for April 30 in San Francisco. At the event, Visa CEO Ryan McInerney and Visa Chief Product and Strategy Officer Jack Forestell will take the stage to unveil new products, solutions and technology partners that are poised to transform the next generation of commerce. “Last year we rolled out a suite of new solutions to reinvent the way consumers interact with their cards,” said Jack Forestell. “We’re buildi...

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today announced the results of its quarterly retail investor pulse survey: Bearishness rose. The majority (51%) of investors are now bearish—up 9 percentage points from last quarter. Inflation tops tariffs as chief worry. Over two out of five (41%) investors say inflation is their top portfolio concern, followed by tariffs in second with 35%, and market volatility in third with 24%. Rate-cut optimism fades. Less than half of investors...

ADA, Okla.--(BUSINESS WIRE)--Bankruptcy inquiries surged in the first quarter to their highest level since early 2020, signaling a potential summer wave of filings, LegalShield reported today. The legal service provider's data, historically a leading indicator of bankruptcy and other consumer financial trends, suggests record consumer debt and new tariffs could push financially strained households past their breaking point. "Bankruptcy inquiries hit the highest we've seen since early 2020, just...

DALLAS--(BUSINESS WIRE)--LeaseLock, the exclusive provider of lease insurance for rental housing, has partnered with Esusu, a credit building and financial wellness platform, to provide renters with a powerful new tool - reporting on-time rent payments to major credit bureaus to help build credit. This collaboration reinforces both companies’ shared mission of making renting more accessible, improving financial outcomes for renters, and increasing asset value for property owners. LeaseLock is t...

NEW YORK--(BUSINESS WIRE)--When you leave a job, you might not think twice about what happens to your 401(k). But what you don’t think about can cost you. New analysis from PensionBee reveals how discreet non-employee fees on retirement accounts can snowball into nearly $18,000 in lost funds over time. The findings highlight the surprising impact of these innocuous account maintenance fees on left-behind retirement accounts. When employees change jobs, many retirement providers may start chargi...

STAMFORD, Conn.--(BUSINESS WIRE)--Wealth management industry veterans Paul Izlar and Brendan Keelan, CFA®, have joined NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients. Izlar becomes a Managing Director and Keelan takes on the role of Principal, Investment Solutions, Fixed Income. They join the team with prior colleagues William deButts and Jimmy Patrick, who joined NewEdge as Mana...