It’s time to diversify portfolios by sector, not country Globalisation and growing dominance of US stocks have reduced potential for wealth managers to add value at regional and country…
How serious is deglobalisation for investors? The world is now bracing for a new era, where the economic integration that has defined the past four decades…
AI ‘transforming’ pensions administration, but still ‘long way to go’ Trafalgar House finds that AI is beginning to play an ‘important role’ in admin Whilst artificial intelligence (AI) is beginning…
Don’t lose sight of the member in the quest for value for money Daniela Silcock says we need a proper breakdown of the costs of reform I am concerned about the cumulative costs…
Why more support is needed to help avoid retirement savings shortfall With some retirees facing nearly a decade of unfunded retirement, Jayesh Patel – Head of DC Clients at Legal &…
How insurers have stepped up to solve the industry-wide illiquid asset challenge There has been a step-change in insurers’ willingness to take on DB illiquid assets As UK defined benefit (DB) pension…
The power of a holistic and behavioural approach in financial advice The shift to outcome-based strategies The future of wealth planning now lies in a holistic approach that integrates hyper-personalisation,…
Family offices fuel AI push in private markets AI and automation is the most popular investment theme, now featured in 80 per cent of client portfolios, according to…
Caught between Putin and Trump, Europe considers the unthinkable A change of geopolitical orientation from the US has left European leaders in a dangerous conundrum, which could lead to…
Wealth managers begin journey towards tech-led portfolio allocation New technologies are finally beginning to shape the way assets are being managed. Image via Envato As AI innovations gather…