Insights & news
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Alastair Conway meets Money Marketing
FNZ UK, Middle East and Africa CEO, Alastair Conway is relishing his main task of furthering FNZ’s mission of opening up wealth.
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Industry Landscape
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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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Leading a digital transformation in wealth management
BMO has entered a long-term partnership with FNZ, the global wealth management platform.
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Industry Landscape
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Innovation
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Wealth management leaders to study future of the industry
Forward-looking study will analyze how worldwide shifts in investor demographics and needs are expected to transform the wealth…
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Industry Landscape
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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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Centric doubles growth in the last 12 months, solidifying its disrupter status in the Australian platform market
Core to this growth has been Centric’s secure yet intuitive wealth platform, developed in partnership with leading global wealth…
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Innovation
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Industry Landscape
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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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FNZ Strengthens Leadership Team in Africa with Appointment of Ray Moodley as Managing Director
FNZ welcomes Ray Moodley as the new Managing Director of Africa, adding an experienced leader to its growing business in Africa.
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Industry Landscape
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Katrina Sartorius interview: perspectives on Scalable Tech and Operations in Wealth and Asset Management.
Katrina Sartorius, FNZ’s Managing Director Relationship Management UK, shares her perspective on what is impacting wealth…
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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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Colonial First State launches CFS Edge
CFS Edge will transform the way advisers can service their clients.
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Innovation
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Industry Landscape
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Joanna Tang interview: perspectives on Scalable Tech and Operations in Wealth and Asset Management.
Joanna Tang, FNZ’s Managing Director for South-East Asia shares her perspective on what is impacting wealth management in her…
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Industry Landscape
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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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By Mark Shields
Personalization in a digital world
In a world of mass digitization, what will change the game for your wealth and asset management business in future?
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Industry Landscape
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New operating models are transforming the wealth and asset managers industry
New Report by BCG and FNZ explores how a new breed of end-to-end, third-party operating models can alleviate pressures along…
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Industry Landscape
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Partnering for scale: FNZ and BCG report
New report available with global data
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Industry Landscape
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New global industry report from BCG and FNZ
Scalable Tech and Operations in Wealth and Asset Management
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Industry Landscape
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FNZ appoints CEO of U.S. Clearing and Custody, accelerating North American growth strategy
David Hopkins brings outstanding business strategy expertise that will support FNZ’s growth ambitions and its mission to open up…
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Industry Landscape
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Sparrows Capital secures investment from FNZ Ventures
Sparrows Capital harnesses data, evidence, and research to better understand risk and produce clear and objective rules for…
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Industry Landscape
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