Insights & news

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.

• Industry Landscape
• Innovation

By B. Blake Howard

ChatGPT responds to FNZ experts

ChatGPT’s reply to our feedback on how AI will impact wealth management.

• Industry Landscape
• Innovation

Leading a digital transformation in wealth management

BMO has entered a long-term partnership with FNZ, the global wealth management platform.

• Industry Landscape
• Innovation

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…

• Industry Landscape

AI in Wealth Management: Automation, Prediction, and Hallucination

Article on how artificial intelligence is impacting wealth management, with ChatGPT vs. FNZ expert commentary.

• Industry Landscape
• Innovation

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…

• Innovation
• Industry Landscape

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

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.

• Industry Landscape

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…

• Industry Landscape

By Tom Chard

The advice gap and artificial intelligence

Article discussing data on and implications of the financial advice gap. Includes video.

• Industry Landscape
• Innovation

Colonial First State launches CFS Edge

CFS Edge will transform the way advisers can service their clients.

• Innovation
• Industry Landscape

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…

• Industry Landscape

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.

• Industry Landscape
• Innovation

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…

• Industry Landscape
• Innovation

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?

• Industry Landscape

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…

• Industry Landscape

Partnering for scale: FNZ and BCG report

New report available with global data

• Industry Landscape

New global industry report from BCG and FNZ

Scalable Tech and Operations in Wealth and Asset Management

• Industry Landscape

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…

• Industry Landscape

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…

• Industry Landscape