Insights & news
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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…
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Investor Lifestyles
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Innovation
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New home wealth research report
Nokkel & FNZ study finds adviser attitudes are shifting.
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Investor Lifestyles
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Innovation
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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.
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Investor Lifestyles
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Three myths of digital engagement
Article using FNZ’s global platform data to investigate digital engagement.
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Investor Lifestyles
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By B. Blake Howard
Home-ing in on the retirement savings gap
Article on shifting attitudes toward integrating house wealth in financial planning.
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Investor Lifestyles
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Innovation
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Industry Landscape
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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.
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Investor Lifestyles
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By B. Blake Howard
The rise of the Xers: how can financial advisors prepare?
Data on the impact of improved digital onboarding
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Investor Lifestyles
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Top 5 investor insights report
What do investors want?
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Investor Lifestyles
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Gain the digital advantage
The investor experience you deliver will set the scene for your future success.
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Investor Lifestyles
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Report on how digital boosts the bottom line
Forrester Total Economic Impact study
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Investor Lifestyles
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Opening Up Wealth: Re-aligning the Industry Landscape with Investors
Adrian Durham and David Armstrong discuss re-aligning the industry landscape on wealth management
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Industry Landscape
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Investor Lifestyles
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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.
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Investor Lifestyles
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Providing investor choice means delivering a wider scope of products – at less cost. But how?
Wealth managers need to respond to the increasing complexity.
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Investor Lifestyles
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As the industry reshuffles, can wealth managers be all things to all people?
Asset service and administrative fees are coming under pressure
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Investor Lifestyles
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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…
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Investor Lifestyles
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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…
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Investor Lifestyles
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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…
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Investor Lifestyles
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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.
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Investor Lifestyles
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