Wealth firms are sleepwalking into an outsourcing trap, as they lose control of external vendors and the impact
‘Volatility alone is no longer a sufficient risk measure’ The move towards income drawdown has created an urgent
By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent
Aegon and NextWealth research suggests just a quarter track this Just a quarter (26%) of advisers are tracking
‘The need for a robust advice strategy remains’ Roger Brosch Is the Great Wealth Transfer more of a
A leading investment industry group is calling for policy changes to update Canada’s retirement income system, warning that
Earlier this month, the United States government released a sobering assessment of Nigeria’s human rights record in its
Wealthy families are waiting for investment advisers who currently hide behind tech platforms and risk charts to be
Andrew Schlossberg, CEO at US giant fund house Invesco, frowns at any talk of revolutions in technology and
South Africans with foreign retirement funds and foreign nationals who become South African tax residents face a major
In June, the Department for Work and Pensions launched a consultation on UK sustainability reporting standards and corporate
Given the choice, most Americans would probably rather spend their extra money on entertainment, vacations, or home improvements
US public retirement funds will outperform typical investment expectations as they profit from strong stock returns, S&P Global
FINTECH has revolutionalised banking activities globally over the past one decade so tremendously in both scale and scope.
Formal savings are on the rise, with the increase partly driven by the convenience, accessibility, and affordability of
In the beginning, the aims of Social Security were both noble and modest. “We have tried to frame
In a recent discussion with the World Economic Forum (WEF), Yie-Hsin Hung, chief executive officer of State Street
The 2024 Financial Sector Report on pension activities has revealed that Ghana’s pension fund assets increased by 39.5%
The AI revolution is shaking up the software industry. Which companies will get stronger? Key Insights The artificial
‘Many clients may wish to transition from MPS to bespoke as their financial journeys move into unfamiliar territory’
‘Multi-asset solutions are increasingly rising to the top of fund groups’ retail sales agendas’ Against an uncertain backdrop,
Human judgment can be amplified by machine-assisted analysis to build an emerging hybrid-intelligence model, but the industry must
Kunal Nayyar, who rose to fame playing an astrophysics professor in a popular TV comedy, is now following
We explore the latest report from the Pensions Policy Institute The Pensions Policy Institute (PPI) has released a
‘Engaging with new formats is not a vanity project for advisers anymore’ There is a running joke among
Investors shift back to traditional advice as finfluencers’ popularity falls As the regulator takes action against social media
‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’ With the Sustainability Disclosure
Increase in state pension age from 66 to 67 is scheduled for between 2026 and 2028 The government
Advisers still spending significant periods of time on manual tasks Nearly a third of financial advisers believe they
The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and
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