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 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

Why best-of-breed tech may not be best for business

Reflections on discussions at Private Banking & Wealth Management Switzerland

• Innovation

By Din Mustaffa

Mastering the science of lean innovation

Innovation distinguishes a leader from a follower – but how do you innovate successfully and consistently? FNZ’s Din Mustaffa…

• Innovation

The Blockchain evolution

Blockchain technology isn't the new kid on the block anymore, so as the technology matures, what does the Blockchain evolution…

• Innovation