Wildfires, floods and other severe weather events are not going away, they are only becoming more common, part of what scientists have been warning for decades. The economic shocks of changing oceans, the jet stream…

Across Africa, a stunning success story has quietly taken hold: Decades of progress have begun delivering a wave of longevity that promises to reshape the demographics of the continent. But as lifespans lengthen and villages…

America’s nest eggs are taking a risky turn. For the first time, ordinary Americans’ 401(k) plans—the backbone of retirement security for more than 60 million people—are being open to bitcoin and private equity. Introduction 401k…

Wealth firms are sleepwalking into an outsourcing trap, as they lose control of external vendors and the impact they have on client-facing business We are in an artificial intelligence (AI) bubble. Many wealth and asset…

‘Volatility alone is no longer a sufficient risk measure’ The move towards income drawdown has created an urgent need for a more sophisticated approach to retirement investing, says Matthew Wright The role of the financial…

By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients The great wealth transfer is completely reshaping what affluent clients expect from their wealth managers and…

Aegon and NextWealth research suggests just a quarter track this Just a quarter (26%) of advisers are tracking their ‘share of wallet’ when it comes to clients’ investable assets, with those that do not having…

‘The need for a robust advice strategy remains’ Roger Brosch Is the Great Wealth Transfer more of a Natural Progression? Roger Brosch shares his thoughts on the topic… I have the niggling suspicion that the…

Wealthy families are waiting for investment advisers who currently hide behind tech platforms and risk charts to be replaced by well-trained storytellers with financial acumen Thomas Paine, author of ‘Common Sense’ and ‘The American Crisis’.…

Given the choice, most Americans would probably rather spend their extra money on entertainment, vacations, or home improvements than contribute to an IRA or 401(k). But without retirement savings, you risk struggling financially once your…