Additional Articles

Article

Investor self-determination is rising rapidly: Is digital advice the way to go?

By the time a client talks to an advisor, they have already narrowed down their investment ideas.

• Investor Lifestyles

Article

Providing investor choice means delivering a wider scope of products – at less cost. But how?

Wealth managers need to respond to the increasing complexity.

• Investor Lifestyles

Article

As the industry reshuffles, can wealth managers be all things to all people?

Asset service and administrative fees are coming under pressure

• Investor Lifestyles

Article By Mark Shields

The democratization of wealth management: increasing demand for complex products drives increasing onboarding complexity

Investors are increasingly investing in more complex financial products. Even the mass affluent investor no longer relies on…

• Investor Lifestyles

Article By Adrian Durham

Technology fuels meaningful pensions engagement

Adrian Durham, Chief Executive and Founder of FNZ, reveals how a more digital experience is boosting people's interest and…

• Investor Lifestyles

Article

Can technology build pension engagement?

Auto enrolment has helped millions of new savers prepare for retirement. But are they really engaged with their pension, or…

• Investor Lifestyles

Article

Are your investments suitable for you?

The retail financial services market is made up of a plethora of various savings, investment, insurance and lending products.

• Investor Lifestyles