Insights & news

New home wealth research report

Nokkel & FNZ study finds adviser attitudes are shifting.

• Investor Lifestyles
• Innovation

New global industry report from BCG and FNZ

Scalable Tech and Operations in Wealth and Asset Management

• Industry Landscape

Report exploring how to recast ESG investing metrics

Recasting ESG – Separating Drivers from Impacts

• Sustainable Investing

Top 5 investor insights report

What do investors want?

• Investor Lifestyles

By Mark Shields

Databook on opening up investor economics

Are industry economics aligned with the needs of the end investor across the wealth continuum?

• Industry Landscape

Report on how digital boosts the bottom line

Forrester Total Economic Impact study

• Investor Lifestyles

Wealth and Asset Management Report 4.0 by ThoughtLab (exec summary)

How digitalization of investor behavior is shaping the future of wealth management

• Industry Landscape