With some retirees facing nearly a decade of unfunded retirement, Jayesh Patel – Head of DC Clients at Legal & General – discusses how to help savers better plan for the duration of their retirement…

There has been a step-change in insurers’ willingness to take on DB illiquid assets As UK defined benefit (DB) pension scheme funding levels rose significantly following the gilts crisis, many trustees found themselves in the…

The shift to outcome-based strategies   The future of wealth planning now lies in a holistic approach that integrates hyper-personalisation, emotional intelligence, and outcome-based strategies, writes Rio Stedford 2025 marks a pivotal moment for the…

AI and automation is the most popular investment theme, now featured in 80 per cent of client portfolios, according to PWM’s Global Asset Tracker survey Ultra-wealthy investors are doubling down on artificial intelligence, increasing allocations…

A change of geopolitical orientation from the US has left European leaders in a dangerous conundrum, which could lead to increased nuclear armament and economic resurgence. Barely two months into president Donald Trump’s second term,…

New technologies are finally beginning to shape the way assets are being managed. Image via Envato As AI innovations gather pace, wealth firms must learn to manage the expectations of private clients who believe their…

Social media a key information source for younger consumers As the Financial Conduct Authority (FCA) cracks down on online financial promotions, questions have been asked over whether industry should challenge or collaborate with this new…