Insights & news

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 Din Mustaffa

The Lang Cat Meets Din Mustaffa

How do companies assess which deals are worth taking forward, and which transactions are better left undone? The Lang Cat's…

• Industry Landscape
• Innovation

Event

Live webinar: Launching Next Generation Direct Wealth Offerings for Retail Investors

Join us for an exclusive webinar as we unveil the strategies that leading financial companies around the world are implementing…

• Industry Landscape
• Innovation

Video

Driving performance through AI and digital innovation

Investment firms are investing heavily in digital innovation, leveraging AI, data and advanced technologies to transform…

• Industry Landscape
• Innovation

Press Release

FNZ appoints Enrique Sacau as CEO for Europe

Enrique will be responsible for FNZ’s European Business including client relationships, new client acquisition and strategic…

• Industry Landscape
• Innovation

Report

The Future of Adviser Communications

New research from Legado and FNZ, conducted by the Lang Cat, unveils significant opportunities to transform the client…

• Industry Landscape
• Innovation
• Investor Lifestyles

Press Release

Research reveals it’s time to redefine communications within the wealth industry

Legado and FNZ collaborate to introduce a groundbreaking unified communication solution, integrated into FNZ’s global wealth…

• Industry Landscape
• Innovation

Press Release

Aviva and FNZ announce next phase of platform evolution

Aviva and FNZ have partnered since 2015, having developed both adviser and D2C propositions in the UK

• Industry Landscape
• Innovation

Press Release

Sanlam and FNZ complete major migration in South Africa

The ongoing partnership with Sanlam reflects FNZ’s significant momentum and commitment to growth in the African market.

• Industry Landscape
• Innovation

Article

FNZ and its role in helping wealth management firms reinvent themselves in the new world of investing

Recently, new global analysis from a research coalition comprised of FNZ, ThoughtLab and Deloitte, showed that by 2028, the…

• Industry Landscape
• Innovation

Press Release

CFS Edge reaches A$1 billion milestone in just 200 days

In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that…

• Innovation
• Industry Landscape

Article By Carl Robertson

Bionic Advisors - The Future of Wealth Management?

Major global analysis from FNZ shows that advances in technology will transform the role of advisors as client expectations…

• Industry Landscape
• Innovation

Video

Leveraging client diversity as a business opportunity

Firms are expanding into diverse market segments and global markets, tailoring services to individual client needs, and…

• Industry Landscape
• Innovation

Press Release

It’s time to open up wealth and embrace the tech revolution - in the UAE and beyond

FNZ are delighted to be participating at the Dubai Fintech Summit 6-7 May 2024. The article below from Adrian Durham, FNZ CEO…

• Innovation
• Industry Landscape

Press Release

abrdn and FNZ announce strategic partnership in Asia

abrdn and FNZ announce a strategic partnership in Asia that begins with the launch of a digital wealth platform in Singapore

• Innovation
• Industry Landscape

Event

On-demand webinar: The Future of Wealth - the Megatrends & Innovations Transforming the Industry

Join us as we explore the megatrends and innovations reshaping the industry, as unveiled in our major global research. With…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Video

Digitally transform client advice and experience

Firms are embracing technological advancements to enhance advisor roles and elevate client experiences.

• Industry Landscape
• Innovation

Press Release

New global research reveals how wealth management firms have to reinvent themselves to thrive in the next era of investing

Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics…

• Industry Landscape

Report

Building a Future-Ready Investment Firm

Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics…

• Industry Landscape

Video

Adrian Durham, Group CEO, live on CNBC

Watch Adrian Durham's live TV interview where he discusses the launch of FNZ's global research paper

• Industry Landscape