The trillion-dollar gamble: Why women are leaving their financial advisors
70% of women fire their financial advisor after a spouse’s death. Advisors who ignore this trend risk losing billions in assets.
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Insurance
Rate cuts and rising expectations: The new UK savings challenge
Despite lingering economic uncertainty, savings are on the rebound, signalling a positive shift in consumer finances.
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From debt to deposits: How US households are responding to rates
2 in 5 households prioritize debt consolidation, with 9% planning loans for this in 2025, up from 4% in 2019.
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NPS: A global perspective for financial services
RFI Global provides NPS tracking and analysis to many of the world’s largest and most valuable banking brands.
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The Silver Tsunami: What $45 trillion wealth transfer means for firms and families
Currently, 1 in 5 households prioritize providing for heirs, a sentiment evident across all ethnic groups.
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Wallet wars: Why credit card loyalty is under threat
The payments landscape is evolving fast. Discover how US consumers are using credit cards, BNPL and mobile wallets.
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