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
The Future of Self-Directed Investing May Not Be Self-Directed
What's next for Robinhood? The Gamestop scandal represents the third bloody nose for the firm in as many months. The suicide of an options trader last fall was a first blemish. Successive platform outages have been another. The current kerfuffle...
Wealth Management Hyperloop: Digitizing the Path from Client Profile to Portfolio Management
This report focuses on the front office, the center of client-adviser interaction. It highlights the complexity of the portfolio construction process and its inexact link to most risk profiling exercises. At the same time, it offers recommendati...
2021 Financial Industry Trends: Wealth Management
Join Will Trout, Director, Wealth Management as he walks you through Javelin’s predictions for the Wealth Management Industry.
The Rise of the Super App and the Challenge to Bank Wealth Management
This report explores perceptions of affluent investors (household decision-makers with at least $100,000 in investable assets) toward third-party investment apps and websites such as robo-advisory and self-directed platforms and the extent to wh...
Thinking Out Loud: Roundtable Talk
Learn how they have approached the business challenges posed by the pandemic and some of the initiatives underway for 2021 and beyond. Explore emerging technologies: what's hot and what's not.
2021 Wealth Management Trends
Developments that made the past 12 months a watershed year for wealth management are set to transform the industry in 2021. These include fractional share trading and direct indexing strategies enabled by the adoption of zero-commission trades....