Insights & news

By Mark Shields

Personalized Investing: Picasso and painting by numbers

As personalized portfolios become the norm, is wealth tech rising to the challenge?

• Innovation

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

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

Kneip, FNZ and Nasdaq Fund Network Partner to Improve the User Experience for European Investors

The collaboration sees the introduction of standardized 5-character NFN identifiers for investment products on FNZ's global…

• 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

FNZ Launches Global Accreditation Program to Drive Innovation across the Wealth Industry

The program will see more than 200 people enrol in the first 12 months and will help to fast-track their careers, positioning…

• Innovation

Most advisers see house wealth as the cement to fill pensions cracks

New research released by Nokkel and FNZ, conducted by the lang cat, found 93 per cent of UK financial advisers believe property…

• Investor Lifestyles
• Innovation

New home wealth research report

Nokkel & FNZ study finds adviser attitudes are shifting.

• Investor Lifestyles
• Innovation

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

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

FNZ launches FNZ Yield Plus notes, an innovative cash alternative solution for professional investors

Investing into the FNZ Yield Plus notes, which are already live, is as simple as buying any other bond security, available…

• Innovation

By Mark Shields

Race for scale

Article on how the wealth industry’s supply chain is evolving.

• Innovation

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

FNZ Appoints Adam Green as CEO of Asset Management Solutions

FNZ's Asset Management Solutions will focus on connecting the end-to-end wealth value chain by providing distribution-focused…

• Industry Landscape
• Innovation

FNZ and Virgin Money launch transformative new digital investment platform to inspire new generation of investors

The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities…

• Innovation

FNZ awarded two best employer awards

FNZ has been recognized with two important best graduate employer awards in New Zealand and the Czech Republic.

• Innovation
• Industry Landscape