Tag: retirement planning

UAE group pensions: designing digital-first savings

Insurers, employers and technology providers across the UAE are moving quickly from discussing workplace savings to building real programmes that can compete for talent...

Financial advisor compliance: policies, tech and audits

Financial advisors sit in one of the most heavily regulated corners of financial services, and the job is getting harder as client expectations rise,...

A decade on: how Pension Freedoms reshaped UK retirement

A new report published by WealthOS takes stock of one of the most significant policy shifts in modern UK retirement planning, examining the impact...

UAE pension overhaul accelerates workplace savings shift

Long a country associated with rapid reinvention, the UAE is undergoing another quiet transformation—this time in workplace savings. Group pensions, once discussed only at...

Two-thirds of young Brits use AI for money advice

A growing number of young adults in the UK are now turning to artificial intelligence for financial guidance, according to Aqua’s latest Financial Learnings...

Voya unveils WealthPath to boost financial guidance

Voya Financial has launched WealthPath, a new platform designed to strengthen its wealth management capabilities and empower financial advisors to provide more integrated and personalised financial guidance.

How goals-based advice drives 15% AuM growth

In the wealth management industry, scaling personalised advice while growing Assets under Management (AuM) has become more than a differentiator — it is now...

Life by Kidbrooke transforms employee benefits platform

Kidbrooke has introduced a new employee benefits platform, Life, designed to transform the management of End of Service Benefits (EOSB) in the UAE and the wider Gulf region.

Modern Wealth taps RISR for business owner planning

Modern Wealth teams up with RISR to boost strategic business owner planning. Read how this new partnership empowers advisors

AI tax platform april raises $38m to expand embedded services

april, a FinTech company specialising in embedded, AI-powered tax infrastructure, has raised $38m in a Series B funding round. The round was led by QED...

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