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

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

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

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

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

Press Release

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

Report

New home wealth research report

Nokkel & FNZ study finds adviser attitudes are shifting.

• Investor Lifestyles
• Innovation

Article By Mark Shields

The financial literacy gap is concerning: Can engagement with digital investment apps help?

Article exploring digital investing app impact on investor engagement.

• Investor Lifestyles

Article

Three myths of digital engagement

Article using FNZ’s global platform data to investigate digital engagement.

• Investor Lifestyles

Article 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

Article By Mark Shields

Investor expectations for digital are rising: is the industry responding?

A shift to digital onboarding is having a dramatic impact on the industry economics, but there is still much to improve.

• Investor Lifestyles

Article By B. Blake Howard

The rise of the Xers: how can financial advisors prepare?

Data on the impact of improved digital onboarding

• Investor Lifestyles

Report

Top 5 investor insights report

What do investors want?

• Investor Lifestyles

Hot Topic

Gain the digital advantage

The investor experience you deliver will set the scene for your future success.

• Investor Lifestyles

Report

Report on how digital boosts the bottom line

Forrester Total Economic Impact study

• Investor Lifestyles

Video

Opening Up Wealth: Re-aligning the Industry Landscape with Investors

Adrian Durham and David Armstrong discuss re-aligning the industry landscape on wealth management

• Industry Landscape
• Investor Lifestyles

Article

Investor self-determination is rising rapidly: Is digital advice the way to go?

By the time a client talks to an advisor, they have already narrowed down their investment ideas.

• Investor Lifestyles