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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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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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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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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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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By Mark Shields
Race for scale
Article on how the wealth industry’s supply chain is evolving.
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Innovation
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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.
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Industry Landscape
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Innovation
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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…
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Industry Landscape
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Innovation
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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?
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Industry Landscape
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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.
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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.
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Investor Lifestyles
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By B. Blake Howard
The rise of the Xers: how can financial advisors prepare?
Data on the impact of improved digital onboarding
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Investor Lifestyles
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By B. Blake Howard
Surfing the sustainable investing wave in rough seas
FNZ releases new data
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Sustainable Investing
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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…
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Industry Landscape
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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…
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Industry Landscape
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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…
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Industry Landscape
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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.
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Investor Lifestyles
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Providing investor choice means delivering a wider scope of products – at less cost. But how?
Wealth managers need to respond to the increasing complexity.
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Investor Lifestyles
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