Short read
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Over 18 million Brits have used ChatGPT for financial advice or would consider doing so
More than a third (35%) of Brits would consider using ChatGPT for financial advice in 2024. This figure has risen from just…
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Parents face emotional and financial burdens when juggling childcare – MetLife UK
· Well over a quarter (27%) of working parents admit they’d feel guilty about needing last minute time off work to care for…
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Key Advice deploys Air platform across all advisers
Key Advice, the UK’s leading later life lending adviser, is rolling out the Air platform to all its adviser population. From the…
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Canada Life: 56% of UK adults’ inheritance sum came as a total surprise
Discussing money during life is uncomfortable for many but inheritance it seems is an even greater taboo. New research from Canada Life…
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Moneyfarm Launches Find, Check & Transfer Pensions Service To Help Unlock Missing £26.6 billion
Moneyfarm, the award-winning pan-European digital wealth manager, is pleased to announce the launch of a new Find, Check & Transfer (FCT) service. The…
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Broadstone releases new report on settlement options for pension schemes
Broadstone, a leading independent financial services consultancy, has today released a report to guide pension schemes through the range of approaches they…
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Gold vs. CPI: Is Gold a More Stable Investment Than the UK’s Inflation Rate?
The consumer price index (CPI) measures a country’s current economic state by considering a range of goods and services. Unlike gold prices,…
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How AI Can Transform Wealth Management Contact Centres
By Tom Cassidy, Wealth Consultant at Simplify Consulting Customer contact centres in the wealth industry face numerous obstacles including low customer satisfaction,…
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The UK’s tax system a significant barrier to ending regional wealth inequality, new research argues
The UK’s tax system is holding back efforts to level up the country, with the under-taxing of income from wealth exacerbating harmful…
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Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan
In this week’s episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down…
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