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Category: ARTICLES

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Finfluencers: Challengers or collaborators?
ebrahim March 21, 2025 ARTICLES

Finfluencers: Challengers or collaborators?

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…
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Technology Powers Dynamic Investment Strategies and Personalization for Asset Managers
Fatima Radhi March 20, 2025 ARTICLES

Technology Powers Dynamic Investment Strategies and Personalization for Asset Managers

” With MenaMoney Technology Robo Advisor, asset managers can now offer a direct digital wealth management service to retail investors. It provides compliant onboarding and risk profiling, along with portfolio reporting and rebalancing. It is…
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Stocks are down. What does this mean for older, younger citizens with pension plans?
ebrahim March 14, 2025 ARTICLES

Stocks are down. What does this mean for older, younger citizens with pension plans?

Stocks tumbled this week amid growing concerns over the economic impact of President Donald Trump’s tariffs. The benchmark S&P 500 avoided correction territory ‒ defined as at least a 10% decline from a recent high ‒ and ended…
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Health Insurance is already the Next Big Thing
ebrahim March 13, 2025 ARTICLES

Health Insurance is already the Next Big Thing

Health Insurance is already the Next Big Thing across all Arab markets. Continuing reforms, mandatory health insurance for expat and national employees, the additional ‘economic’ bundles promoted by government’s Universal Healthcare Authorities, the efforts to…
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The future of wealth: empowering women investors
ebrahim March 13, 2025 ARTICLES

The future of wealth: empowering women investors

Wealth managers must move beyond outdated assumptions if they are to reap the rewards from a client base of wealthy women, fast growing in investment confidence. Over the next five years, women are set to…
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Swiss private banking: identity is the ultimate competitive advantage
ebrahim March 13, 2025 ARTICLES

Swiss private banking: identity is the ultimate competitive advantage

Brands can determine a bank’s personality and culture but many players focusing on logos or taglines fail to realise this. Two years after the UBS-Credit Suisse transaction, Swiss wealth management is in flux. The dust is still…
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Digitalisation key to wealth preservation for family offices
ebrahim March 6, 2025 ARTICLES

Digitalisation key to wealth preservation for family offices

As the market for family office technology expands, those that resist digital transformation risk undermining the very legacy they strive to protect. Family offices, responsible for preserving multi-generational wealth, face mounting pressure to modernise. Many…
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Proactive risk management with AI: Spotting market shifts before they happen
ebrahim March 6, 2025 ARTICLES

Proactive risk management with AI: Spotting market shifts before they happen

Detecting early disruptions is key to mitigating potential risks Proactive risk management with AI offers a powerful tool set for early detection of market shifts to help mitigate potential losses and seize opportunities that arise…
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‘Urgent action’ needed on UK’s Gen Z pension saving barriers: PPI report
ebrahim February 27, 2025 ARTICLES

‘Urgent action’ needed on UK’s Gen Z pension saving barriers: PPI report

Generation faces retirement challenges The Pensions Policy Institute (PPI) has published a report on retirement planning for ‘Generation Z’, highlighting challenges and calling for a “new approach”. The Concerns of Gen Z report, commissioned by the Institute…
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Strong case’ for automatic consolidation of small pensions in UK
ebrahim February 15, 2025 ARTICLES

Strong case’ for automatic consolidation of small pensions in UK

Think tank calls on the government to ‘end and reverse’ the proliferation of small pots There is a “strong case” for deferred small pension pots to be consolidated by default, the Institute for Fiscal Studies…
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  • Estimated funded status of 100 largest U.S. DB pension plans reaches 84.7%

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