Clients increasingly looking to access more personalised advice
Nearly 50% want access to more personalised advice, Moneyhub finds 50% of people said that they wanted better access to…
While Economic Data is Depressing, It’s too Soon to Conclude US is Headed toward Recession
Franklin Templeton Institute says all year it has cautioned that US equity market valuations were excessive While markets appear to…
The journey towards hyper-personalisation in financial advice
‘Sound financial planning has always been built on trust’ Andrew Martin explores the journey towards hyper-personalisation in financial advice… Having…
خبير التأمين سليمان بن معيوف: 4.1 مليار ريال العائد المتوقع لإجمالي الأقساط المكتتبة للمعتمرين والحجاج 2030
يستهدف برنامج التأمين الشامل للحجاج القادمين من خارج المملكة، تمكين ضيوف الرحمن من أداء نسكهم بطمأنينة ويُسر وتحسين تجربتهم، وتوفير…
Compulsion and choice: Lessons from the Australian pension model
Article by: Roger Brosch In his latest article for Professional Adviser, Roger Brosch explores what the ‘super’ Down Under means…
Half of all financial advice to be led by artificial intelligence
‘It is naive to think the human adviser will save the advice profession’ At least half of all advice will…
Public markets shrinking – are investors missing out?
Private markets myth-busting: Valuing private businesses While private equity holdings are not valued in the same way as public companies,…
Wealth managers urged to ‘focus on behavioural alpha’ to help clients
Understanding emotions that drive decisions can help firms boost returns Wealth managers need to focus on behavioural alpha to help…
Financial Security In Retirement Comes With A High Price Tag
It takes a lot of money to be financially secure in old age. Federal Reserve data suggests that to be…
Exploring passive funds in the value for money debate
Four areas to look at when researching passive funds Good outcomes require a robust approach to value for money assessments,…
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