Insights & news

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FNZ Recognized in CNBC and Statista's World's Top Fintech Companies 2026 List

FNZ has been named in CNBC and Statista's World's Top Fintech Companies 2026 list, recognized for its work in wealth technology.

• Industry Landscape

Article

Advisors Augmented, Not Replaced: How AI is Reshaping Advice in Wealth Management

AI is already transforming wealth and asset management, reshaping how advisors make decisions, serve clients and deliver value.

• Industry Landscape
• Investor Lifestyles
• Innovation

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Transfers: Standardizing the Non-Standard

Complex pension transfers are speeding up, with industry collaboration and clearer accountability cutting delays and improving…

• Industry Landscape

Article

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

• Industry Landscape
• Innovation
• Investor Lifestyles

Article

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 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

Article

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

Article

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

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

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

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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

Article

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

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…

• Industry Landscape
• Innovation

Article

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

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…

• Industry Landscape

Article

ChatGPT responds to FNZ experts

ChatGPT’s reply to our feedback on how AI will impact wealth management.

• Industry Landscape
• Innovation

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AI in Wealth Management: Automation, Prediction, and Hallucination

Article on how artificial intelligence is impacting wealth management, with ChatGPT vs. FNZ expert commentary.

• Industry Landscape
• Innovation

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Home-ing in on the retirement savings gap

Article on shifting attitudes toward integrating house wealth in financial planning.

• Investor Lifestyles
• Innovation
• Industry Landscape