Page 30 - Dan Murrell News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Robo-advice has failed to deliver on its promise. It hasn’t even come close to solving the scale of the need.

I want to talk about change. In particular, how employers must embrace it and how leaders can navigate their teams through uncertainty and unsettlement. There’s so much of it afoot in what feels like every corner of the world right now. Financial services is no exception.

Recent market volatility and rising interest rates are prompting some advisers to review their decumulation advice. Nearly two-thirds of advisers recommended either a full or partial annuity last year compared with fewer than half the year before.

Why do only 5% of advice firms have a strategy for retaining and attracting female clients?

I’ve witnessed first-hand how some assess a couple where the female is earning less than the male (or not working at all) because they’re more responsible for the invisible load associated with household and caring responsibilities.