Asset managers adopting AI will overpromise and underdeliver
Wealth firms are sleepwalking into an outsourcing trap, as they lose control of external vendors and the impact they have…
Managing drawdown risk: A new frontier in retirement planning
‘Volatility alone is no longer a sufficient risk measure’ The move towards income drawdown has created an urgent need for…
The power of precision: private banks turn to new generation of clients
By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients The…
Financial advisers missing a ‘share of wallet’ trick
Aegon and NextWealth research suggests just a quarter track this Just a quarter (26%) of advisers are tracking their ‘share…
Why the Great Wealth Transfer could be modest in practice
‘The need for a robust advice strategy remains’ Roger Brosch Is the Great Wealth Transfer more of a Natural Progression?…
Canada’s outdated retirement system could leave many financially struggling
A leading investment industry group is calling for policy changes to update Canada’s retirement income system, warning that without reforms,…
Nigeria’s wage and pension crisis
Earlier this month, the United States government released a sobering assessment of Nigeria’s human rights record in its 2024 Country…
Family legacies beyond the ledger
Wealthy families are waiting for investment advisers who currently hide behind tech platforms and risk charts to be replaced by…
Invesco boss questions robotic revolution narrative in asset management
Andrew Schlossberg, CEO at US giant fund house Invesco, frowns at any talk of revolutions in technology and private assets,…
Big tax changes for these retirement funds in South Africa
South Africans with foreign retirement funds and foreign nationals who become South African tax residents face a major shift from…
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