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Riding the wave of technological innovation in finance, the robo-advice model has emerged as one potential solution for helping individuals manage their pensions and invest savings for retirement. This report provides an overview of the types of robo-advisors that are now available and discusses the potential benefits, risks and challenges of such platforms.
16 November 2017 - The OECD Guidelines on Insurer Governance provide guidance and serve as a reference point for insurers, governmental authorities, and other relevant stakeholders in OECD and non-OECD countries. The Guidelines have been revised and expanded to reflect evolving market practices and updates to international guidance following the financial crisis.
New Delhi, India, 8-9 November 2017. This symposium looked at how to implement effective financial education policies in a changing financial landscape with a focus on financial education in the digital age.
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This review of Lithuania by the OECD Committee on Financial Markets examines Lithuania’s position with respect to core principles related to financial systems.
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This paper suggests a policy framework for investor education, focusing on investor education as a component of increasing awareness of financial institutions and markets, encouraging participation and fruitful investment strategies, and ensuring financial well-being for individuals and their families.
In 2016, private pension assets reached their highest-ever level at over USD38 trillion in OECD countries, according to Pensions Markets in Focus. Investment losses resulting from the financial crisis have been recouped in almost all reporting OECD countries.
Paris, 24-25 October 2017: Bringing together leading actors across the green finance community, the 2017 forum will focus on the short and long-term actions needed to meet the Paris Agreement; opportunities for green investment; the role of the financial system; and channels for green finance and investment.