Citigroup is the latest financial services firm to offer a digital advice platform designed to draw retail banking clients into lucrative wealth management relationships. However, the investment bank is behind competitors and the offering is priced well above the most attractive price points from competing firms. “Citi is a little late to the game here,” […]

Technology always evolves. It seems like every day there are new options to help streamline processes and change workflows all with the promise of optimizing your business. As a business owner, you are always on the lookout for ways to improve yourself and your business, but it is important that you take the time to […]

JAKARTA (Reuters) – Indonesian government plans to remove old coal-fired power plants with plants using renewable energy, the country’s Energy and Mineral Resources Minister Arifin Tasrif said on Thursday. He said the country will replace coal power plants aged 20 years and older. “Perusahaan Listrik Negara is taking inventory of those plants that will be […]

Six in 10 adults say they are not financially independent and 1 in 4 over-55s fear they will never enjoy financial independence. A new study – based on a survey of 2,000 UK adults – suggests that after the age of 40 optimism about gaining financial independence “plummets.” The study into financial confidence and optimism […]

Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. These are the finance conversations newlyweds need to haveNewly married couples need to work together as they find ways to handle their expenses and plan for their future goals, according to this Motley Fool article. They are advised to […]

I recently saw a Twitter thread claiming that the only path to wealth is self-employment. I call shenanigans.  For one thing, everyone defines “wealth” and “success” differently. For another, there are many different paths to attaining both of those things. As someone who works with both entrepreneurs and people who work as W-2 employees, I […]

A quant fund is a new concept in India. Quant Fund is a type of mutual fund that is managed using quantitative analysis and artificial intelligence. As you are aware that mutual funds are managed by the fund managers. A fund manager invests money based on research analysis and investment strategies. This means investment decision […]

New research suggests that millennials, those aged 18-35, are increasingly likely to turn to robo-advisers although trust in human financial advisers remains high. New research on 500 ‘affluent millennials’ suggests that a technology ‘tipping point’ has been reached for millennials when it comes to managing money. Overall, 53% now prefer to take advice from a robo-adviser […]

BERLIN (Reuters) – The Mobile World Congress, an annual telecoms industry event that draws more than 100,000 visitors to Barcelona, will go ahead as planned on Feb. 24-27 despite the international spread of a virus that has killed 132 people in China. “The upcoming Mobile World Congress Barcelona event will proceed as planned,” the GSMA […]

Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. Where will the youth find retirement income?Some 63% of younger Americans polled by the Longevity Project and Morning Consult believe that they will live longer than their parents, with 70% of Gen Z members saying they will have a […]