Research

On ongoing evolution in the RIA custody landscape represents a fundamental shift in how custodians support advisors and their clients. Technology and service have become intertwined pillars of modern custody offerings, with established players a...

Traditional know-your-customer processes—which are often manual and conducted only during onboarding processes—leave gaps in fraud and money laundering detection, exposing organizations to regulatory scrutiny and fines. Automated and ongoing KYC...

Wealth management professionals can now implement practical strategies for scaling high-touch services, leverage emerging technologies, and develop tiered service models that extend family office capabilities to a rapidly growing high-net-worth ...

This year, we identified consistent patterns of payment behavior that align with the findings from last year's study of Canadian consumers. Younger generations predominantly drove the adoption of digital and mobile payment technologies, whereas ...

This year, we identified consistent patterns of payment behavior that align with the findings from last year's study of Canadian consumers. Younger generations predominantly drove the adoption of digital and mobile payment technologies, whereas ...

The economic environment of 2024 was particularly challenging. Consumers grappled with inflationary pressures and high interest rates among an economically uncertain market with a rising cost-of-living. Overall, we observed a marked shift toward...

The economic environment of 2024 was particularly challenging. Consumers grappled with inflationary pressures and high interest rates among an economically uncertain market with a rising cost-of-living. Overall, we observed a marked shift toward...

Open-loop prepaid programs continue to show consistent and strong growth opportunities across most market verticals. This Javelin Strategy & Research report, the 21st annual assessment of the open-loop ecosystem, identifies a new period of signi...

While new payment modes such as mobile payments and digital commerce have certainly been adopted, and that adoption continues to grow, this year’s Buyer PaymentsInsights survey shows how consumer payment behaviors have remained relatively consis...

While new payment modes such as mobile payments and digital commerce have certainly been adopted, and that adoption continues to grow, this year’s Buyer PaymentsInsights survey shows how consumer payment behaviors have remained relatively consis...