Aligning investments in technology with wealth management strategies
Gone are the days when a wealth advisor and their client primarily collaborated across a desk or on a phone call. Today’s investors are increasingly interested in the environmental, societal, and governance impacts of their investments, and they’re taking a more active role in managing their affairs leveraging technology. Javelin’s analysts consider investing today—including such things as the rise of cryptocurrencies and the emergence of private capital—and deliver insights that can improve the tech capabilities of advisors to give them greater flexibility, scale and digital investor collaboration in today’s markets.
Wealth Management Recent Research
Reports
Document Management Systems: An Opportunity for Accelerated Growth
Document management systems in wealth management are rapidly evolving beyond their traditional role as digital filing cabinets by taking on characteristics of CRM platforms and becoming central operational hubs for advisory firms. Javelin’s late...
2025 Wealth Management Trends
The wealth management and investor landscapes continue to move into the uncharted waters of rapidly changing technology, economic uncertainty, and political and social change. As advisor and investor behaviors evolve with workflow automation, th...
Art Meets Fintech: Curating the Future of Wealth Management
The world of art collecting and investment, once the province of ultra-high-net-worth investors, is being made more accessible by a range of fintechs offering a variety of ownership models and starting points. These offerings allow wealth manage...
T+1: Balancing Efficiency, Risk, and Global Coordination
As the United States implements a T+1 settlement cycle in securities transactions, the country is poised to achieve a significant milestone. Successful preparation for the cycle, which took effect on May 28, has engendered industry-wide collabor...
Financial Planning Platforms Get Savvy
Pressure is mounting for tech vendors that cater to registered investment advisors to grow market share while the pool of financial advisors remains relatively static. In tandem, the barriers to managing client wealth and segment complexity are ...
A New Model for Investor Engagement
This report, sponsored by Capintel, examines emerging investor dynamics that compel the reimagination of the client experience in wealth management. This research report was independently produced by Javelin Strategy & Research. Javelin Strategy...
Generative AI and the New Next Best Action
Financial advisors’ next best action (NBA) for clients is at the center of generative AI and predictive AI applications for wealth managers. New client analytics and automated generation of prompts is positioned to transform how advice is optimi...
Wealth Management: 2024 Trends and Predictions
Join Javelin’s Greg O'Gara and Dylan Lerner as they discuss important digital wealth management trends in 2024.
Digital Estate Planning: A New Frontier for RIAs
Death, as the saying goes, is inevitable, and so are the complexities involved in estate planning. Wealth advisors, who historically have handed off the process to attorneys and tax advisors, are increasingly unwilling to abdicate revenue and re...
Engaging the Core Affluent Millennial Investor
Core mass affluent investors (those with $500,000 to $1 million in investable assets) are a central component of the advisor’s book. However, Javelin Strategy & Research investor survey data indicates that the age distribution of the core mass a...