Adam Lewis

2 weeks ago | adv.portfolio-adviser.com | Adam Lewis

Research from Standard Life has revealed that three-quarters (76%) of over 50s cite appetite for risk as an important factor when planning what to do with their pension pot. Examining how the age group thinks about market uncertainty in relation to retirement, Standard Life, which is part of the Phoenix Group, found two fifths (41%) of over 50s yet to retire expect their risk tolerance to reduce as they approach retirement.

2 weeks ago | adv.portfolio-adviser.com | Adam Lewis

Some 94% of advisers polled in a Dynamic Planner survey expect artificial intelligence (AI) to be a positive for the financial advice industry. In its Advice 2025 survey, which polled a cross section of more than 400 advice professionals in the UK, nine out of 10 professionals were positive about the implications for AI for the advice industry. Early use cases of AI included meeting transcription and summarisation, document analysis and data extraction, and report generation and personalisation.

1 month ago | oliverwyman.com | Adam Lewis

The insurance industry is confronting unprecedented challenges: Property claims volume in 2024 surged by reported 36%, largely driven by a 113% increase in catastrophe-related claims. Auto claim costs have been on the rise for the past few years, too. The trend, especially for property claims, is likely to continue as the frequency and severity of natural disasters intensifies.

2 months ago | fundselectorasia.com | Adam Lewis

March this year marked 25 years since the dotcom crash, and it seems investors are once again expressing concerns over the prospects for the technology sector. In the immediate aftermath of the bursting of the TMT bubble in 2000, investors ran for the hills. The IA Technology sector was about as popular as UK equities are today, and it consistently sat at the bottom of the sales charts as investors were fearful of getting burnt again.

2 months ago | adv.portfolio-adviser.com | Adam Lewis

March this year marked 25 years since the dotcom crash, and it seems investors are once again expressing concerns over the prospects for the technology sector. In the immediate aftermath of the bursting of the TMT bubble in 2000, investors ran for the hills. The IA Technology sector was about as popular as UK equities are today, and it consistently sat at the bottom of the sales charts as investors were fearful of getting burnt again.