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Move Fast or Fall Behind

Firms that move early, invest at scale, and embed AI into their strategy, infrastructure, and culture are already seeing…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article

Transfers: Standardizing the Non-Standard

Complex pension transfers are speeding up, with industry collaboration and clearer accountability cutting delays and improving…

• Industry Landscape

Report

The AI-Powered Investment Firm

Partnering with leading research firm, ThoughtLab, and drawing insights from 500 financial institutions, across 16 world…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Press Release

FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at…

• Innovation
• Industry Landscape

Article

Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning

• Industry Landscape
• Innovation
• Investor Lifestyles

Press Release

FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry

The partnership strengthens FNZ’s global platform by enhancing its AI, automation and cloud capabilities.

• Industry Landscape
• Innovation

Article

Roman Regelman interview with FT Adviser

FNZ’s deal with Canadian wealth manager Raymond James is a sign of what it wants to “achieve around the world”

• Innovation
• Industry Landscape

Press Release

Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform

Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation

• Industry Landscape
• Innovation

Article By Roman Regelman

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

FNZ's Group President, Roman Regelman, delivered the keynote address at the Lang Cat AdviceTech Forum — one of the UK’s most…

• Innovation
• Industry Landscape
• Investor Lifestyles

Article

From Foundations to Futures: Synergy Across the Aviva/FNZ Platform

FNZ and Aviva will be attending the Lang Cat AdviceTech Catwalk on 5 June 2025—a key industry event that showcases the latest…

• Industry Landscape
• Innovation

Press Release

M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms

The partnership means that the PruFund range will become available later this year on FNZ-powered platforms, allowing M&G to…

• Industry Landscape

Press Release

James Dunne Joins FNZ as Managing Director, Client Management and Business Development

James brings an enterprise-focused approach, and an international track record of driving business growth and delivering digital…

• Industry Landscape

Article

Property: The Missing Piece in Holistic Wealth?

By repositioning property as a dynamic, living asset, advisors can unlock solutions that nurture every aspect of client wealth…

• Industry Landscape
• Investor Lifestyles
• Innovation

Press Release

Centrepoint Alliance and FNZ Announce the Launch of IconiQ Investment Platform

The new investment platform will provide advisers and their clients with cutting edge digital tools and an easy-to-use…

• Innovation
• Industry Landscape

Article By Roman Regelman

From Emerging to Established: Why Asia Could Leapfrog Global Rivals in Wealth Management

How demographic shifts, digital innovation, and a future-ready ecosystem position Asia to redefine wealth management leadership

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article By Blythe Masters

Excellence in FinTech

Ten years after receiving the Excellence in FinTech Award, FNZ Group CEO Blythe Masters reconnects with Markets Media to discuss…

• Industry Landscape
• Innovation

Article

Holistic Wealth: From Fragmentation to Full Control

In today’s fast-paced digital world, clients expect more—they want full control over their entire financial picture, and…

• Industry Landscape
• Investor Lifestyles
• Innovation
• Sustainable Investing

Article

Shaping the Future of Wealth Management: Technology, Personalization, and the Next Generation of Investors

In our recent on-demand webinar, top global experts from FNZ, Vanguard, ING, Franklin Templeton, McKinsey, and Azimute Real came…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article

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

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