Insights & news

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

Three myths of digital engagement

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

• Investor Lifestyles

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 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

By B. Blake Howard

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

Data on the impact of improved digital onboarding

• Investor Lifestyles

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

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

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

Asset service and administrative fees are coming under pressure

• Investor Lifestyles

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

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

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

By Din Mustaffa

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