Insights & news

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

Future-Proofing Wealth Management: An In-Depth Interview with FNZ’s Group President Roman Regelman

In a recent in-depth interview with Hubbis, Roman Regelman, the newly appointed Group President of FNZ, shared his valuable…

• Innovation
• Investor Lifestyles

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 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

On-demand webinar: Launching Next Generation 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