Insights & news
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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.
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Investor Lifestyles
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Three myths of digital engagement
Article using FNZ’s global platform data to investigate digital engagement.
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Investor Lifestyles
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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 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.
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Investor Lifestyles
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By B. Blake Howard
The rise of the Xers: how can financial advisors prepare?
Data on the impact of improved digital onboarding
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Investor Lifestyles
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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.
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Investor Lifestyles
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Providing investor choice means delivering a wider scope of products – at less cost. But how?
Wealth managers need to respond to the increasing complexity.
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Investor Lifestyles
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As the industry reshuffles, can wealth managers be all things to all people?
Asset service and administrative fees are coming under pressure
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Investor Lifestyles
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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…
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Investor Lifestyles
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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…
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Investor Lifestyles
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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…
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Investor Lifestyles
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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.
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Investor Lifestyles
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