It looks like Vanguard is no longer the undisputed consumer champion of old. Vanguard’s USP has been waning for a while but the recent announcement of a £4 per month minimum charge for DIY investment services has put the tin lid on it. Previously, Vanguard’s DIY investors paid a 0.15% platform fee calculated on their … Read more
By Lewis Nibbelin, Contributing Writer, Triple-I From “social inflation” to “tort reform” to, simply, “fraud,” settling upon uniform terminology to describe litigation trends that drive up costs – including insurance premiums – for all Americans is a primary challenge to addressing them, according to participants at Triple-I’s 2024 Joint Industry Forum. “As we’re trying to raise … Read more
Wildfires that are raging across New York and New Jersey highlight a new threat to one of the world’s most affluent regions. Climate change is regarded by scientists as the pre-eminent factor driving long-term changes in weather, and the New York region is experiencing a severe drought — the Big Apple experienced its driest October … Read more
As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless ‘treadmill’ of constant sales, allowing them to invest in growth by hiring … Read more
A successful IT modernization journey is about far more than just implementing a new technology into IT systems. Modernization is a complex process that requires the right strategy to be successful. Specifically, it requires technologies that align with each other, the environment they’re in, and intended business outcomes. Having the right modernization strategy and approach … Read more
