A year ago, if you had asked me whether you should use AI for your retirement plan, I would have said absolutely not. But fast forward a year and I'm beginning to think that it's getting closer and closer to the point where it might be okay to start using it for your retirement planning. Uh curious for your thoughts given that Betterment is well known as a robo adviser.I would be cautious about using it for personalized financial advice right now. I think where we've seen a lot of adoption and we're seeing ...

Group 1 - HSBC UK has reduced its financial advice fee for premier customers to 1% from 2.75%, with a minimum charge of £960, as part of a promotional discount until the end of the year [1][9] - The rationale behind this move is to enhance offerings for "mass affluent" clients, coinciding with the relaunch of its Premier account in February 2025 [2][9] - The minimum asset requirement for accessing the premier investment management service has been lowered from £250,000 to £100,000, and a switching incentive has been introduced for new premier customers [3][9] Group 2 - HSBC UK Private Banking has adopted the Addepar platform to improve services for ultra and high net worth clients [4] - In mainland China, HSBC is expanding its wealth business through lifestyle-focused centers and acquisitions, including Citigroup's retail wealth arm [4] - Over the past six months, HSBC shares have increased by 19.7%, which is lower than the industry's growth of 24.6% [5]

Dublin, June 09, 2025 (GLOBE NEWSWIRE) -- The "Enterprise Tech Ecosystem Series - The Canadian Imperial Bank of Commerce 2025" company profile has been added to ResearchAndMarkets.com's offering. The report provides insights into The Canadian Imperial Bank of Commerce's tech activities, including its digital transformation strategies, its innovation programs, and its technology initiatives. Canadian Imperial Bank of Commerce (CIBC) is a provider of personal, small business, and commercial, and corporate ba ...

Report shares firm's continued progress toward generating long-term value for its business, customers, communities, and shareholders Highlights from the firm's 2024 Sustainability Report that support Manulife's Impact Agenda to empower sustained health and wellbeing, drive inclusive economic opportunity, and accelerate a sustainable future include the followingi: "As a global life insurer, asset manager, and retirement plan provider, Manulife is uniquely placed to unlock opportunities that help people live ...