Why AlphaGo, not ChatGPT, will shape the future of wealth management Wealth managers, like much of the business world, have been focusing on LLMs, but the real innovation in managing assets…
What longevity trends mean for pensions and insurers – UK as a business case Over the last two centuries, average life spans have doubled. For pension schemes, insurers and policymakers, this long-term trend has…
Climate crisis might jeopardize retirement outcome: Experts warn Canada’s pension watchdog is underestimating risks Wildfires, floods and other severe weather events are not going away, they are only becoming more common, part of what…
How Africa is grappling with an impending ageing crisis Across Africa, a stunning success story has quietly taken hold: Decades of progress have begun delivering a wave of longevity…
How Crypto and Private Equity Are Rewriting Risks of US Retirement Savings America’s nest eggs are taking a risky turn. For the first time, ordinary Americans’ 401(k) plans—the backbone of retirement security…
Asset managers adopting AI will overpromise and underdeliver Wealth firms are sleepwalking into an outsourcing trap, as they lose control of external vendors and the impact they have…
Managing drawdown risk: A new frontier in retirement planning ‘Volatility alone is no longer a sufficient risk measure’ The move towards income drawdown has created an urgent need for…
The power of precision: private banks turn to new generation of clients By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients The…
Financial advisers missing a ‘share of wallet’ trick Aegon and NextWealth research suggests just a quarter track this Just a quarter (26%) of advisers are tracking their ‘share…
Why the Great Wealth Transfer could be modest in practice ‘The need for a robust advice strategy remains’ Roger Brosch Is the Great Wealth Transfer more of a Natural Progression?…