Best financial advisors, top firms for 2025

Amid economic uncertainty, the best financial advisors can provide a steady hand to investors in any stage of life or with any level of wealth. Whether you’re early in your career or nearing your golden years, financial advisors can help you meet key milestones and address planning needs such as saving for retirement, investing a…

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Global retirement systems compared for long-term security

Retirement funding looks very different depending on where you live. While the United States leans heavily on voluntary 401(k)-style savings plans, other nations rely on mandatory contributions or more traditional pensions to ensure broad coverage and steady income. Mercer CFA Institute Global Pension Index takes these structural differences into consideration when ranking some of the…

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Trump’s ‘big beautiful bill’ makes Roth conversions more complicated

Alvaro Gonzalez | Moment | Getty Images If you’re eyeing a Roth conversion, President Donald Trump‘s “big beautiful bill” could make the strategy more complicated, according to financial experts. Roth conversions transfer pretax or nondeductible individual retirement account funds to a Roth IRA, which starts future tax-free growth. The trade-off is paying regular income taxes on the converted…

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