Tag: Kidbrooke

What will WealthTech look like in 2030?

Since the start of this decade, wealth management has transformed dramatically. Technology is evolving at such a rapid pace that the sector could look...

Who is responsible when the AI adviser gets it wrong?

With the growing adoption and capabilities of agentic AI, many wealth managers are looking to the technology as a way to grow their customers...

Kidbrooke: why scattered product data puts trust at risk

Ask three teams inside a financial institution to describe the same savings product, and according to Kidbrooke, you may well get three subtly different...

Personalisation has become table stakes, so what’s next?

Personalisation has been a major trend in wealth management for many years to the point it is now seen an expectation, rather than as...

New Kidbrooke report exposes Austria’s pension blind spot

Austrian employees will soon be asked to give up a capital guarantee on their retirement savings, yet almost none of the country's life insurers...

Private markets: The next frontier of democratisation?

WealthTech has helped provide greater access to the world of investing, enabling retail investors to build their own portfolios. However, now the public market...

UAE’s gratuity overhaul exposes a data problem, Kidbrooke warns

The UAE's end-of-service gratuity system is being reshaped, turning a lump sum paid on an employee's exit into money that grows while they are...

Wealth management’s AI rush: Are firms getting it right?

Innovation has been dominated by AI over the past few years. Firms have rushed to embrace the technology, experimenting with pilots and moving beyond...

Why CPF providers can’t ignore the currency question

CPF lifecycle schemes can invest globally, but the retirement outcomes they are built to deliver are measured in Singapore dollars. That mismatch, Kidbrooke argues in...

Trump Accounts: Can they create a new generation of investors?

The US government launched the new Trump Accounts initiative, aimed at helping build long-term financial security for children, but will the accounts deliver on...

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