Insights & news

Report

The AI-Powered Investment Firm: Asia Edition

Discover What Asia's AI Leaders Are Doing Differently

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article

Asia's AI Advantage: What Leading Investment Firms Are Doing Differently

Asia's leading investment firms are moving beyond AI experimentation to enterprise-wide transformation, building the foundations…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article

The Quarter

A quarterly view of the UK wealth market, bringing together market data, industry trends and operational insight from across the…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

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

Video

CFS & FNZ: Clive van Horen and Roman Regelman on the Future of Advice in Australia

A candid conversation between Clive van Horen, Group CEO at CFS, and Roman Regelman, Group President at FNZ, on adviser…

• Industry Landscape
• Innovation
• Investor Lifestyles

Report

Scaling Wealth Management for U.S. Regional Banks with Modern PaaS/SaaS Architecture

A new FNZ Research thought leadership report for U.S. regional bank leaders focused on the most consequential platform decision…

• Investor Lifestyles
• Industry Landscape
• Innovation

Video

On-Demand Webinar: The AI-Powered Investment Firm & Live Demo

Join us for a walkthrough of the latest insights from The AI‑Powered Investment Firm report, followed by a live AI demo and…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Video

Move Fast or Fall Behind

Firms that move early, invest at scale, and embed AI into their strategy, infrastructure, and culture are already seeing…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Report

The AI-Powered Investment Firm

Partnering with leading research firm, ThoughtLab, and drawing insights from 500 financial institutions, across 16 world…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article

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

• Industry Landscape
• Innovation
• Investor Lifestyles

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

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

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

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

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…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article

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

Report

The Future of Adviser Communications

New research from Legado and FNZ, conducted by the Lang Cat, unveils significant opportunities to transform the client…

• Industry Landscape
• Innovation
• Investor Lifestyles

Event

On-demand webinar: The Future of Wealth - the Megatrends & Innovations Transforming the Industry

Join us as we explore the megatrends and innovations reshaping the industry, as unveiled in our major global research. With…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing