Insights & news

Article

Property: The Missing Piece in Holistic Wealth?

By repositioning property as a dynamic, living asset, advisors can unlock solutions that nurture every aspect of client wealth…

• Industry Landscape
• Investor Lifestyles
• Innovation

Article By Roman Regelman

Future-Proofing Wealth Management: An In-Depth Interview with FNZ’s Group President Roman Regelman

In a recent in-depth interview with Hubbis, Roman Regelman, the newly appointed Group President of FNZ, shared his valuable…

• Innovation
• Investor Lifestyles

Article By Roman Regelman

From Emerging to Established: Why Asia Could Leapfrog Global Rivals in Wealth Management

How demographic shifts, digital innovation, and a future-ready ecosystem position Asia to redefine wealth management leadership

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

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

Shaping the Future of Wealth Management: Technology, Personalization, and the Next Generation of Investors

In our recent on-demand webinar, top global experts from FNZ, Vanguard, ING, Franklin Templeton, McKinsey, and Azimute Real came…

• Industry Landscape
• Innovation
• Investor Lifestyles
• 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 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 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

Article

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

Article

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

Article

As the industry reshuffles, can wealth managers be all things to all people?

Asset service and administrative fees are coming under pressure

• Investor Lifestyles

Article By Mark Shields

The democratization of wealth management: increasing demand for complex products drives increasing onboarding complexity

Investors are increasingly investing in more complex financial products. Even the mass affluent investor no longer relies on…

• Investor Lifestyles

Article By Adrian Durham

Technology fuels meaningful pensions engagement

Adrian Durham, Chief Executive and Founder of FNZ, reveals how a more digital experience is boosting people's interest and…

• Investor Lifestyles

Article

Can technology build pension engagement?

Auto enrolment has helped millions of new savers prepare for retirement. But are they really engaged with their pension, or…

• Investor Lifestyles

Article

Are your investments suitable for you?

The retail financial services market is made up of a plethora of various savings, investment, insurance and lending products.

• Investor Lifestyles