“Robo advisors use technology to manage investments on your behalf using a strategy built around your goals and preferences. While costs can vary, Robo advisors are typically a more affordable option than traditional investment management.”…

Gen Z engage with financial education through platforms like YouTube, TikTok, Reddit and X, and firms that fail to adapt to this reality face being left in the dark. Image: Brendon Thorne/Bloomberg Younger investors, coming…

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’ The next generation of investors is even more diverse and digital-first, and their expectations won’t be met with legacy models, writes Sneha Shah As significant amounts of…

Not long ago, I picked up a book that states “why (almost) everything you know about the US retirement system is wrong” — and it’s definitely worth a read. The book — entitled The Real Retirement…

“The ideal policyholder today is financially aware and financially active in personal finance, yet remains disconnected from the relevance of life insurance – bridging this gap needs to be the industry’s next frontier” With the…

High quality debt now offers both income and downside protection for equity-heavy portfolios, which could prove useful following the market turmoil caused by Donald Trump’s tariffs. Photographer: Michael Nagle/Bloomberg As rising trade tensions and inflation…

The Ability to Sell Security in an Instant Gratification World Despite its many benefits, life insurance is eventually an opaque product which leaves customers in the dark about their status of savings or wealth. This…