Insights & news

Article

Holistic Wealth: From Fragmentation to Full Control

In today’s fast-paced digital world, clients expect more—they want full control over their entire financial picture, and…

• Industry Landscape
• Investor Lifestyles
• Innovation
• Sustainable Investing

Article By Carl Robertson

Adapt or Be Left Behind: Wealth Management in the On-Demand Digital Age

Firms are already sharpening their focus on younger investors, who will become increasingly important as the transfer in wealth…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article By Din Mustaffa

The Lang Cat Meets Din Mustaffa

How do companies assess which deals are worth taking forward, and which transactions are better left undone? The Lang Cat's…

• Industry Landscape
• Innovation

Article

FNZ and its role in helping wealth management firms reinvent themselves in the new world of investing

Recently, new global analysis from a research coalition comprised of FNZ, ThoughtLab and Deloitte, showed that by 2028, the…

• Industry Landscape
• Innovation

Article By Carl Robertson

Bionic Advisors - The Future of Wealth Management?

Major global analysis from FNZ shows that advances in technology will transform the role of advisors as client expectations…

• Industry Landscape
• Innovation

Article

How digital technology and AI will change wealth management

The global wealth management industry faces converging megatrends that are redefining investor needs and reshaping the industry…

• Industry Landscape

Article By Mark Shields

Personalized Investing: Picasso and painting by numbers

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

• Innovation

Article 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

Article

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

Article 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

Article

Three myths of digital engagement

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

• Investor Lifestyles

Article 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

Article 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

Article By Mark Shields

Race for scale

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

• Innovation

Article 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

Article

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

Article 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

Article

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.

Article 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

Article By B. Blake Howard

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

Data on the impact of improved digital onboarding

• Investor Lifestyles