US and The Real Retirement Crisis Not long ago, I picked up a book that states “why (almost) everything you know about the US retirement system…
Life Underwriting Excellence with Investment Robo Advisor “The ideal policyholder today is financially aware and financially active in personal finance, yet remains disconnected from the relevance of…
Bonds back in focus amid trade tensions High quality debt now offers both income and downside protection for equity-heavy portfolios, which could prove useful following the market…
Leveraging Life Insurance Distribution with Investment Robo Advisor The Ability to Sell Security in an Instant Gratification World Despite its many benefits, life insurance is eventually an opaque…
Demography and Pension: Turkey takes measures to boost birth rate as demographic crisis looms The Turkish government is taking significant steps to counteract a troubling demographic decline, introducing numerous incentives aimed at reversing the…
Investments in education can reduce the pension burden Education investments can ease pressure on pension system: A study by the Max Planck Institute for Demographic Research shows that investing…
Ten years on from UK’s pension freedoms, attitudes have come full circle Colin Clarke says we need to focus on the primary purpose of a pension There is a clear need to…
It’s time to diversify portfolios by sector, not country Globalisation and growing dominance of US stocks have reduced potential for wealth managers to add value at regional and country…
How serious is deglobalisation for investors? The world is now bracing for a new era, where the economic integration that has defined the past four decades…
AI ‘transforming’ pensions administration, but still ‘long way to go’ Trafalgar House finds that AI is beginning to play an ‘important role’ in admin Whilst artificial intelligence (AI) is beginning…