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Category: ARTICLES

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  • Social Security isn’t the broken piece of America’s retirement crisis. Here’s what really needs to be fixed.
  • Analysis: The US$400 trillion global retirement gap
  • Ghana’s pension fund assets grow by 39.5% in 2024
  • How AI’s rise is changing the game for software companies
  • Why it’s time to stop thinking of bespoke and Managed Portfolios as competitors

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Categories

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

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…
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Health Insurance is already the Next Big Thing

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…
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The future of wealth: empowering women investors

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Wealth managers must move beyond outdated assumptions if they are to reap the rewards from a client base of wealthy…
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Swiss private banking: identity is the ultimate competitive advantage

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.…
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Digitalisation key to wealth preservation for family offices

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

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

‘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…
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Strong case’ for automatic consolidation of small pensions in UK

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”…
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Advice firms move away from generic platforms as customisation gains momentum

Advice firms move away from generic platforms as customisation gains momentum

Advisers increasingly favour branded and customised platform models The number of financial advisers primarily using outsourced third-party platforms without firm…
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The failings of current pension climate models

The failings of current pension climate models

We should all warmly welcome the Department for Work and Pensions (DWP) minister Viscount Younger’s statement to the Lords on…
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