Insights & news
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By Mark Shields
Personalized Investing: Picasso and painting by numbers
As personalized portfolios become the norm, is wealth tech rising to the challenge?
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Innovation
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Alastair Conway meets Money Marketing
FNZ UK, Middle East and Africa CEO, Alastair Conway is relishing his main task of furthering FNZ’s mission of opening up wealth.
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Industry Landscape
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Innovation
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By B. Blake Howard
ChatGPT responds to FNZ experts
ChatGPT’s reply to our feedback on how AI will impact wealth management.
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Industry Landscape
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Innovation
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Leading a digital transformation in wealth management
BMO has entered a long-term partnership with FNZ, the global wealth management platform.
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Industry Landscape
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Innovation
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Wealth management leaders to study future of the industry
Forward-looking study will analyze how worldwide shifts in investor demographics and needs are expected to transform the wealth…
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Industry Landscape
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AI in Wealth Management: Automation, Prediction, and Hallucination
Article on how artificial intelligence is impacting wealth management, with ChatGPT vs. FNZ expert commentary.
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Industry Landscape
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Innovation
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Kneip, FNZ and Nasdaq Fund Network Partner to Improve the User Experience for European Investors
The collaboration sees the introduction of standardized 5-character NFN identifiers for investment products on FNZ's global…
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Innovation
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Centric doubles growth in the last 12 months, solidifying its disrupter status in the Australian platform market
Core to this growth has been Centric’s secure yet intuitive wealth platform, developed in partnership with leading global wealth…
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Innovation
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Industry Landscape
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FNZ Launches Global Accreditation Program to Drive Innovation across the Wealth Industry
The program will see more than 200 people enrol in the first 12 months and will help to fast-track their careers, positioning…
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Innovation
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Most advisers see house wealth as the cement to fill pensions cracks
New research released by Nokkel and FNZ, conducted by the lang cat, found 93 per cent of UK financial advisers believe property…
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Investor Lifestyles
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Innovation
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New home wealth research report
Nokkel & FNZ study finds adviser attitudes are shifting.
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Investor Lifestyles
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Innovation
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By Mark Shields
The financial literacy gap is concerning: Can engagement with digital investment apps help?
Article exploring digital investing app impact on investor engagement.
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Investor Lifestyles
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Three myths of digital engagement
Article using FNZ’s global platform data to investigate digital engagement.
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Investor Lifestyles
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By B. Blake Howard
Home-ing in on the retirement savings gap
Article on shifting attitudes toward integrating house wealth in financial planning.
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Investor Lifestyles
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Innovation
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Industry Landscape
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FNZ Strengthens Leadership Team in Africa with Appointment of Ray Moodley as Managing Director
FNZ welcomes Ray Moodley as the new Managing Director of Africa, adding an experienced leader to its growing business in Africa.
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Industry Landscape
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Katrina Sartorius interview: perspectives on Scalable Tech and Operations in Wealth and Asset Management.
Katrina Sartorius, FNZ’s Managing Director Relationship Management UK, shares her perspective on what is impacting wealth…
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Industry Landscape
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By Tom Chard
The advice gap and artificial intelligence
Article discussing data on and implications of the financial advice gap. Includes video.
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Industry Landscape
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Innovation
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Colonial First State launches CFS Edge
CFS Edge will transform the way advisers can service their clients.
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Innovation
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Industry Landscape
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FNZ launches FNZ Yield Plus notes, an innovative cash alternative solution for professional investors
Investing into the FNZ Yield Plus notes, which are already live, is as simple as buying any other bond security, available…
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Innovation
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Joanna Tang interview: perspectives on Scalable Tech and Operations in Wealth and Asset Management.
Joanna Tang, FNZ’s Managing Director for South-East Asia shares her perspective on what is impacting wealth management in her…
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Industry Landscape
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