Insights & news

By Mark Shields

Personalized Investing: Picasso and painting by numbers

As personalized portfolios become the norm, is wealth tech rising to the challenge?

• Innovation

By B. Blake Howard

ChatGPT responds to FNZ experts

ChatGPT’s reply to our feedback on how AI will impact wealth management.

• Industry Landscape
• Innovation

AI in Wealth Management: Automation, Prediction, and Hallucination

Article on how artificial intelligence is impacting wealth management, with ChatGPT vs. FNZ expert commentary.

• Industry Landscape
• Innovation

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.

• Investor Lifestyles

Three myths of digital engagement

Article using FNZ’s global platform data to investigate digital engagement.

• Investor Lifestyles

By B. Blake Howard

Home-ing in on the retirement savings gap

Article on shifting attitudes toward integrating house wealth in financial planning.

• Investor Lifestyles
• Innovation
• Industry Landscape

By Tom Chard

The advice gap and artificial intelligence

Article discussing data on and implications of the financial advice gap. Includes video.

• Industry Landscape
• Innovation

By Mark Shields

Race for scale

Article on how the wealth industry’s supply chain is evolving.

• Innovation

By Tom Chard

Looking around the corner, a SIFMA Ops recap

Article re-capping SIFMA Ops 2023 keynote address, including insights on technology spending and ROI.

• Industry Landscape
• Innovation

Adrian Durham interview live on Bloomberg TV

Watch the exclusive TV interview with Adrian Durham, FNZ Group CEO and Francine Lacqua, the award-winning anchor for Bloomberg…

• Industry Landscape
• Innovation

By Mark Shields

Personalization in a digital world

In a world of mass digitization, what will change the game for your wealth and asset management business in future?

• Industry Landscape

FNZ appoints Kirsty Gross as Non-Executive Director to support Australia and Asia-Pacific growth

The appointment further demonstrates FNZ’s commitment to strengthening its leadership teams.

By Mark Shields

Investor expectations for digital are rising: is the industry responding?

A shift to digital onboarding is having a dramatic impact on the industry economics, but there is still much to improve.

• Investor Lifestyles

By B. Blake Howard

The rise of the Xers: how can financial advisors prepare?

Data on the impact of improved digital onboarding

• Investor Lifestyles

By B. Blake Howard

Surfing the sustainable investing wave in rough seas

FNZ releases new data

• Sustainable Investing

The true cost of KYC (and how FNZ makes investing more affordable)

Is saving over 70% of your onboarding cost and reducing 90% of your onboarding time, every time you verify customer identity…

• Industry Landscape

By Philippe Bongrand

Accelerating the transformation of private banking

In an interview with Finews, Philippe Bongrand, Managing Director Switzerland and Private Banking at FNZ, discusses the firm's…

• Industry Landscape

A Global Wealth Platform for the Private Banking and Wealth Management Industry

Banking CIO Outlook has recognised FNZ as a Top Digital Banking Solution Provider in Europe 2022. FNZ was recognized based on…

• Industry Landscape

Investor self-determination is rising rapidly: Is digital advice the way to go?

By the time a client talks to an advisor, they have already narrowed down their investment ideas.

• Investor Lifestyles

Providing investor choice means delivering a wider scope of products – at less cost. But how?

Wealth managers need to respond to the increasing complexity.

• Investor Lifestyles