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 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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Why best-of-breed tech may not be best for business
Reflections on discussions at Private Banking & Wealth Management Switzerland
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Innovation
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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…
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Innovation
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The Blockchain evolution
Blockchain technology isn't the new kid on the block anymore, so as the technology matures, what does the Blockchain evolution…
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Innovation
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