Institutional investors urged to play a more proactive role in boosting the UK stock market A British ISA could create unnecessary complexity and pressure investors into taking on inappropriate risk, according to spokespeople from several…

Wealth managers view their current technology systems as outdated Wealth managers are either dissatisfied with or indifferent to their current technology systems, citing reasons such as the systems being outdated, not suited to their needs,…

In 2023, passive fund net assets eclipsed those in active funds for the first time ever Passive investing has been a dominant trend in recent years, but some large U.S. pension funds are seeing more…

Andrew Goodwin continues his columns for Professional Adviser with a look at the world of adviser tech and argues its rapid progress should not be seen as an existential threat… Many financial advisers see technology…

The role of a call center agent or customer service representative (CSR) is often known for its rigid schedules, repetitive work, and sometimes challenging customer interactions, all of which create stress. The resulting burnout from…

A recent survey from Professional Pensions showed 17% of pension experts think Artificial Intelligence (AI) will revolutionize the industry a great deal, while 60% agreed it will to some extent. Only 7% argued AI will…

Thrift Savings Plan Biggest Engine for Regional Asset Management Growth Article by: Ebrahim K Ebrahim – CEO, Fintech Robos – For Savings & pensions Apps For more than two decades now, economists have dubbed government-run…

The current fight for deposits is a good illustration of how banks, credit unions and investment firms must focus on building win-win relationships with consumers to excel. That’s the foundation of a stable, loyal deposit…

Mark Wright shares his opinion on the ‘Magnificent 7’, no, not the classic 1960 Western movie, but the umbrella term for mega-cap stocks Apple, Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia and Tesla… If one didn’t…

Critics say government proposal for single, career-long retirement funds could leave individuals worse off A proposed shake-up of the UK’s pension market to give millions of workers the right to choose a retirement “pot for…