How can you turn your life insurance policy into a source of supplemental income without canceling the policy or cashing out your entire balance all at once? Scheduled withdrawals offer...
Individuals - Investments - Page 6
With more than 2,100 billion euros in outstanding premiums, life insurance remains the top investment choice for the French. But behind the facade of a product that people believe...
More than 12 million French people now hold a PER, with assets totaling more than 130 billion euros. Driven by concerns about their standard of living in retirement...
Profit-sharing, incentive plans, employer matching: Employee savings plans have long been viewed as a “year-end” bonus. Yet they are one of the tools...
The PER (Retirement Savings Plan) continues to gain momentum, with assets under management growing by nearly 20% year-over-year. The Ministry of the Economy reports...
By 2026, wealth management will have changed in both scale and nature. According to the "Emerging Trends in Wealth Management 2026" study conducted by MSCI among 2...
A major change—one that has largely gone unnoticed—is on the horizon in the world of regulated savings. Starting in March, the Home Savings Plan (PEL...
A retirement savings plan is neither a miracle product nor simply a tool for year-end tax planning. Its effectiveness depends above all on when it...
The year 2026 does not mark a sudden change, but rather a gradual tightening of conditions for French savers. A decline in regulated rates, stricter oversight of c...
Although it has received little attention in public debate, the tightening of rules regarding working while receiving a pension marks a major shift. Starting in 2027, working while receiving a pension...
Investors often talk about returns or risk, but much less frequently about duration. Yet the investment horizon is one of the most...
An Ifop survey conducted for Crédit Mutuel Alliance Fédérale and the Fédération Nationale Solidarité Femmes reveals a chilling finding: in France, more than one woman in ...
Latest Articles
The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...
After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...
A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...















