Big Bang Theory star tells finance firms to prepare for the ‘nerd world’ Kunal Nayyar, who rose to fame playing an astrophysics professor in a popular TV comedy, is now following his dream…
What could effective pensions engagement actually look like? We explore the latest report from the Pensions Policy Institute The Pensions Policy Institute (PPI) has released a report on…
Advisers should not be social media stars… but should learn from them ‘Engaging with new formats is not a vanity project for advisers anymore’ There is a running joke among the profession…
Rise and fall of finfluencers: Shifting the advice landscape Investors shift back to traditional advice as finfluencers’ popularity falls As the regulator takes action against social media posts from…
Sustainable financial planning and SDR: ‘It is no longer optional’ ‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’ With the Sustainability Disclosure Requirements (SDR)…
Lack of tech integration hindering adviser revenues Advisers still spending significant periods of time on manual tasks Nearly a third of financial advisers believe they could serve…
Debt, deficits, and market resilience: Is your portfolio prepared? The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal…
Wealth managers yet to benefit from ‘mind-blowing’ AI solutions While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new…
Government and industry ‘united’ in determination to drive returns and boost UK investment Chancellor Rachel Reeves has said the government and the industry are “united” when it comes to delivering for savers and…
US. Trump could open up 401(k) to private equity – Why market experts say it’s a bad idea? The Wall Street Journal reported on Tuesday that Trump is expected to sign an executive order in the coming days…