Insights & news
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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…
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Industry Landscape
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Innovation
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Article
In Memory of Lord Alexander (Sandy) Leitch
We are deeply saddened by the passing of Lord Alexander (Sandy) Leitch.
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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…
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Industry Landscape
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Investor Lifestyles
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Innovation
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Sustainable Investing
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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…
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Industry Landscape
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Innovation
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Investor Lifestyles
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Sustainable Investing
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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…
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Industry Landscape
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Innovation
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Investor Lifestyles
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Sustainable Investing
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Article By Din Mustaffa
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…
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Industry Landscape
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Innovation
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Article
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…
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Industry Landscape
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Innovation
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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…
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Industry Landscape
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Innovation
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Article
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…
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Industry Landscape
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Article By Mark Shields
Personalized Investing: Picasso and painting by numbers
As personalized portfolios become the norm, is wealth tech rising to the challenge?
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Innovation
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Article By B. Blake Howard
ChatGPT responds to FNZ experts
ChatGPT’s reply to our feedback on how AI will impact wealth management.
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Industry Landscape
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Innovation
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Article
AI in Wealth Management: Automation, Prediction, and Hallucination
Article on how artificial intelligence is impacting wealth management, with ChatGPT vs. FNZ expert commentary.
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Industry Landscape
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Innovation
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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.
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Investor Lifestyles
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Article
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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Article 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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Article By Tom Chard
The advice gap and artificial intelligence
Article discussing data on and implications of the financial advice gap. Includes video.
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Industry Landscape
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Innovation
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Article By Mark Shields
Race for scale
Article on how the wealth industry’s supply chain is evolving.
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Innovation
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Article By Tom Chard
Looking around the corner, a SIFMA Ops recap
Article re-capping SIFMA Ops 2023 keynote address, including insights on technology spending and ROI.
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Industry Landscape
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Innovation
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Article
Adrian Durham interview live on Bloomberg TV
Watch the exclusive TV interview with Adrian Durham, FNZ Group CEO and Francine Lacqua, the award-winning anchor for Bloomberg…
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Industry Landscape
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Innovation
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Article By Mark Shields
Personalization in a digital world
In a world of mass digitization, what will change the game for your wealth and asset management business in future?
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Industry Landscape
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