Insights & news

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FNZ appoints Dame Alison Rose as Chair of FNZ UK and FNZ Group Board member

Alison Rose will work closely with FNZ’s Boards to accelerate the company’s strategy and support its commitment to making…

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Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning

• Industry Landscape
• Innovation
• Investor Lifestyles

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Roman Regelman interview with FT Adviser

FNZ’s deal with Canadian wealth manager Raymond James is a sign of what it wants to “achieve around the world”

• Innovation
• Industry Landscape

Article By Jeremy Graham

Capturing the Next Generation: Why Financial Advisors Must Rethink Engagement

The financial services industry is facing a generational inflection point.

• Investor Lifestyles
• Sustainable Investing

Article By Roman Regelman

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

FNZ's Group President, Roman Regelman, delivered the keynote address at the Lang Cat AdviceTech Forum — one of the UK’s most…

• Innovation
• Industry Landscape
• Investor Lifestyles

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From Foundations to Futures: Synergy Across the Aviva/FNZ Platform

FNZ and Aviva will be attending the Lang Cat AdviceTech Catwalk on 5 June 2025—a key industry event that showcases the latest…

• Industry Landscape
• Innovation

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Empowering Girls, Fueling Dreams: FNZ x Spartans Women’s FC

How our sponsorship is helping level the playing field for women and girls in football - and beyond.

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Driving Sustainable Growth at FNZ

Join FNZ's Roman Regelman, Group President, and Tom Chard, Group Head of North America, as they reflect on FNZ’s remarkable…

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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 By Blythe Masters

Excellence in FinTech

Ten years after receiving the Excellence in FinTech Award, FNZ Group CEO Blythe Masters reconnects with Markets Media to discuss…

• Industry Landscape
• Innovation

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In Memory of Lord Alexander (Sandy) Leitch

We are deeply saddened by the passing of Lord Alexander (Sandy) Leitch.

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

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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

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The Lang Cat Meets Din Mustaffa

How do companies assess which deals are worth taking forward, and which transactions are better left undone? The Lang Cat's…

• Industry Landscape
• Innovation

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FNZ and its role in helping wealth management firms reinvent themselves in the new world of investing

Recently, new global analysis from a research coalition comprised of FNZ, ThoughtLab and Deloitte, showed that by 2028, the…

• Industry Landscape
• Innovation

Article By Carl Robertson

Bionic Advisors - The Future of Wealth Management?

Major global analysis from FNZ shows that advances in technology will transform the role of advisors as client expectations…

• Industry Landscape
• Innovation

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How digital technology and AI will change wealth management

The global wealth management industry faces converging megatrends that are redefining investor needs and reshaping the industry…

• Industry Landscape