Digital Platforms and the Guaranteed Income Conundrum
- Date:September 20, 2021
- Author(s):
- William Trout
- Report Details: 4 pages, 2 graphics
- Research Topic(s):
- Wealth Management
- Digital Wealth
- PAID CONTENT
Overview
There are no guarantees in life. Except when it comes to death, taxes, and certain types of income-focused investments. These include the insurance company-issued annuity contracts that are gaining traction among independent advisors.
Once considered the equivalent of a curse word, the annuity has benefited from a sea change in advisor perception. Driving this shift has been the rise of turnkey digital platforms offering configurable access to fixed, variable, and index-linked annuities as well as bank-issued debt (structured notes). Embedded workflow, training, and execution capabilities enable the advisor to add value across the client lifecycle.
Learn More About This Report & Javelin
Related content
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 ownershi...
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, w...
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, t...
Make informed decisions in a digital financial world