Tag: Kidbrooke

As the cost-of-living crisis takes hold of the world, there are bound to be a number of challenges the financial market will need to brace for. One of the ways firms are looking to prepare for the challenge is through technology. 

Wealth transfer is an important topic for all wealth managers, but most fail to keep hold of the heirs. But what if there was a way to boost retention rates?

Ever since Meta, formerly Facebook, gave that presentation on its move to the metaverse, the virtual world has become more of a reality.

The cost-of-living crisis has encouraged more people to engage with their finances. However, it is hard to know what to do when starting out. Kidbrooke has urged wealth managers to use financial simulation to inspire clients.

Social media has become a core part of the lives of many. As people look to invest to curb impacts of the economic climate, will social media become their financial advisor?

As the cost of living continues to rise, the financial outlook of consumers is shifting rapidly. Kidbrooke has urged firms to move towards customer-centricity.

No-code technology is quickly becoming a major trend in software development. As wealth managers continue to increase their exposure to digital services, will no-code technology be their go-to solution?

As more wealth management companies move towards digital investment guidance and direct-to-investor models, Kidbrooke has asked the question if digital channels can match the teams of physical advisors in terms of quality.

Planning for the future can be tough, but what does a family do if they need to spend more than they earn? Kidbrooke has released a new report on accident insurance: would my savings suffice?.

There is a growing hype around digital assets. Blockchain, cryptocurrencies and NFTs are all growing in the public interest – will wealth managers jump on the trend?