Insights & news

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 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

Three myths of digital engagement

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

• Investor Lifestyles

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 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

By B. Blake Howard

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

Data on the impact of improved digital onboarding

• Investor Lifestyles

Top 5 investor insights report

What do investors want?

• Investor Lifestyles

Gain the digital advantage

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

• Investor Lifestyles

Report on how digital boosts the bottom line

Forrester Total Economic Impact study

• Investor Lifestyles

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

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

Providing investor choice means delivering a wider scope of products – at less cost. But how?

Wealth managers need to respond to the increasing complexity.

• Investor Lifestyles

As the industry reshuffles, can wealth managers be all things to all people?

Asset service and administrative fees are coming under pressure

• Investor Lifestyles

By Mark Shields

The democratization of wealth management: increasing demand for complex products drives increasing onboarding complexity

Investors are increasingly investing in more complex financial products. Even the mass affluent investor no longer relies on…

• Investor Lifestyles

By Adrian Durham

Technology fuels meaningful pensions engagement

Adrian Durham, Chief Executive and Founder of FNZ, reveals how a more digital experience is boosting people's interest and…

• Investor Lifestyles

Can technology build pension engagement?

Auto enrolment has helped millions of new savers prepare for retirement. But are they really engaged with their pension, or…

• Investor Lifestyles

By Din Mustaffa

Are your investments suitable for you?

The retail financial services market is made up of a plethora of various savings, investment, insurance and lending products.

• Investor Lifestyles