More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Dr. Peter Hovard is Lead Behavioural Scientist at RGA, based in RGA’s London (U.K.) office. His role is to apply behavioural science principles and methods to RGA and clients’ challenges. Peter previously worked as Behavioural Science Lead for UK general insurer RSA. As the organisation’s first behavioural scientist this involved introducing behavioural thinking in areas such as digital behaviour change, product development, claims and counter fraud. Peter has a PhD in experimental psychology from the University of Sussex, has taught university classes across psychology and has published in peer reviewed journals on eating behaviour, appetite and atypical perception.
June 1
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“It is amazing that annuity sales are only down in the single digits, given the devastating effects that COVID-19 has wreaked on the annuity industry,” an expert says.
June 1
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Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
May 31
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Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31
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Under Lauren Schadle’s tenure, the association rolled out its OneFPA initiative while also dealing with declining membership.
May 29
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