Clients are not only asking whether their money will last. They want to know what options it can keep open.

ESMA aims to simplify the retail investor journey; at the same time, model portfolios are growing rapidly. It will be crucial to better convey risk in advisory services and portfolio communications.

EY Global Wealth Research 2025: 52% of wealthy clients contacted their advisor after market events. The decisive factor is how well advisors are prepared for that conversation.

Women control more and more wealth — what matters is whether advice truly understands their goals, values, and decision logic.

Why more data in uncertain markets often leads to less clarity.

Many people invest less than they could. The reason is rarely risk — but uncertainty.