Industry

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Scale, Stability and Solutions: UBP’s EAM proposition in a more complex global market
  • 30 Apr 2026

As global wealth management becomes more complex, external asset managers (EAMs) are operating under increasing pressure to deliver performance, manage costs, and differentiate their propositions.

By UBP In Industry
Bank of Japan: credibility still a work in progress
  • 30 Apr 2026

The BOJ left the door open to a June rate hike, though Governor Ueda not reinforce such expectations. Given the lack of clear guidance over future rate tightening, the BOJ appears to have left the...

Internal succession planning: 5 key steps
  • 30 Apr 2026

Many retiring financial advisors plan to pass the baton to an internal successor. Learn best practices to develop talent and execute a seamless transition.

Raising the wealth management bar for Gen X women
  • 30 Apr 2026

Despite making remarkable economic strides, Gen X women feel vastly underserved. And they present advisors with the opportunity to grow their business while helping to close the gender wealth gap.

Europe’s pension transition: from retirement challenge to ca...
  • 30 Apr 2026

Discover the impacts of retirement reform on capital markets.

Pension Funds Letter 26 - Funding autonomy & accelerating re...
  • 30 Apr 2026

Take a closer look at the role of European fixed income in strengthening strategic autonomy, and consider the implications of different pension reforms...

Another Meeting , Another Hold : BoC / Fed Remain on the Sidelines
  • 30 Apr 2026

CI GAM Economist Neil Shankar analyzes the April 29 Bank of Canada rate announcement, providing critical insights into interest rates and the 2026 policy outlook. Read the full analysis here.

Global Insurance Solutions
  • 29 Apr 2026

Our team works closely with our insurance portfolio managers to customize investment strategies. Learn about our wide range of advisory and analytical services.

Social Security and Medicare What Seniors Need to Know About Two Big Decisions
  • 29 Apr 2026

As you enter your 60s and reach retirement age, you have some big decisions to make that can significantly affect your finances and quality of life.