Tag: Economic Scenario Generator

Ortec Finance, a provider of technology and solutions for risk and return management, has released a new whitepaper.  The 'Q4 Quarterly Outlook - New Year,...

New US administration policies could leave Harvard University’s endowment fund facing a severe financial squeeze, according to new analysis from Ortec Finance. The research suggests...

Imagine choosing a savings portfolio based on your “low risk” appetite, only to receive a recommendation for a higher-risk investment. That’s exactly what happened to one of Kidbrooke’s users, prompting the question: “Why?” The surprising answer—“because the model is working as it should”—opens a broader discussion about the role of intelligent modelling in digital financial advice.

In an era where regulatory scrutiny is intensifying, Wealth Management firms are under pressure to ensure their retirement planning processes are not only precise but also align with client needs as stipulated by the Financial Conduct Authority (FCA).

In a revealing interview, Hans Sterte, a prominent economist and Senior Partner at House of Reach, recently spoke to WealthTech company Kidbrooke.