Tag: Advisors
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Passing on wealth is easier than preparing heirs to manage it, Sun Life Asia study finds
Whether beneficiaries are ready to manage what they inherit is the biggest concern among those worried their wealth won’t survive, cited by 52%, ahead of market volatility (49%) and family conflict over assets (44%).70% worry their wealth won’t survive the next generation, even as documented plans h…
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ICICI Prudential Life Insurance unveils 'ICICI Life Partner Stack 2.0' to transform digital capabilities of advisors and distribution partners
AI-enabled tools help advisors with product recommendations and personalised quotationsDeeper partner integration supports digital customer servicing and improves productivityDatabase integration helps pre-fill up to 70% of the application form, simplifying onboardingMUMBAI, India, Sept. 11, 2026 /P…
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