Insights & news

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

Report

Building a Future-Ready Investment Firm

Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics…

• Industry Landscape

Report

Achieving tech leadership in private banking

A Deloitte and FNZ joint report on the current state of the private banking industry

• Industry Landscape

Report

New home wealth research report

Nokkel & FNZ study finds adviser attitudes are shifting.

• Investor Lifestyles
• Innovation

Report

New global industry report from BCG and FNZ

Scalable Tech and Operations in Wealth and Asset Management

• Industry Landscape

Report

Report exploring how to recast ESG investing metrics

Recasting ESG – Separating Drivers from Impacts

• Sustainable Investing

Report

Top 5 investor insights report

What do investors want?

• Investor Lifestyles

Report

Databook on opening up investor economics

Are industry economics aligned with the needs of the end investor across the wealth continuum?

• Industry Landscape

Report

Report on how digital boosts the bottom line

Forrester Total Economic Impact study

• Investor Lifestyles

Report

Wealth and Asset Management Report 4.0 by ThoughtLab (exec summary)

How digitalization of investor behavior is shaping the future of wealth management

• Industry Landscape