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Check out Javelin Strategy & Research reports, scorecards, and webinars from all practice areas.
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PTE 2020-02: New Rules for the Rollover
- Javelin Report
- Date: May 11, 2022
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
The IRA rollover has been a flashpoint for the conflicting interests that have roiled the financial advice industry. From an oversight standpoint, the impact of the Department of Labor PTE 2020-02 rule (Prohibited Transaction Exemption 2020-02, ...
NFTs and Financial Institutions: Planning an Implementation That Manages the Risks
- Javelin Report
- Date: May 10, 2022
- Author(s): Tim Sloane
- Research Topic(s): Emerging
New report finds NFTs will prove to be a pivotal solution that links real-world assets to the internet. Recognizing this, large institutions have jumped in, despite many reported thefts. It’s clearly time for every FI to learn about NFTs and why...
Apple Wants to be a Payments Power Like Block and Stripe
- Impact Note
- Date: May 3, 2022
- Author(s): Daniel Keyes
- Research Topic(s): Tech & Infrastructure
Apple’s acquisition of Credit Kudos—along with a report that it’s preparing to move into processing, risk assessment, dispute resolution, and more—signals a coming move into payments. The tech giant’s built-in advantages will make it a formidabl...
Russian Credit Cards Will Lose Relevance as Their Economy Tumbles
- Impact Note
- Date: May 3, 2022
- Author(s): Brian Riley
- Research Topic(s): Credit, Debit, Global, Merchant
Russia was primarily a cash economy until 2012, when payment cards began to displace cash. Recent global events indicate that domestic card usage will continue, with growth in debit transactions, but Russian credit card volumes will languish.
Smart Point-of-Sale Terminals: A Rapid Transformation of Payments Acceptance
- Javelin Report
- Date: April 29, 2022
- Author(s): Shreyas Shaktikumar
- Research Topic(s): Merchant
New research by Mercator Advisory Group looks into the future of payments processing.
The Corporate Middle Market Seeks Digital Transformation
- Impact Note
- Date: April 26, 2022
- Research Topic(s): Commercial & Enterprise
During the past ten years there have been rapid advancements in various types of technology, including telecommunications, robotics, artificial intelligence, and just about anything to do with electronics. Certain industries have had to adapt fa...
A Digital Playbook for Building Stronger Borrowers
- Javelin Report
- Date: April 25, 2022
- Author(s): Mark Schwanhausser
- Research Topic(s): Digital Lending
The pandemic spurred a surge in credit monitoring. The good news for financial institutions is that consumers are more likely to track their scores through their banks and credit unions than through the many third-party apps and other sources. O...
Canadian Prepaid Market: Rapid Growth and Developing Opportunities
New Research from Mercator Advisory Group examines drivers of growth and emerging opportunities within the Canadian prepaid market.
2022 North American PaymentsInsights: Emerging Payments and Technology - Navigating the Digital Divide in Canada
- Javelin Report
- Date: April 20, 2022
- Author(s): Jordan Hirschfield
- Research Topic(s): North American PaymentsInsights
A new report from Mercator Advisory Group's North American PaymentsInsights survey series provides a fact-based look into emerging technologies and payment preferences in Canada with insight into how preferences and adoption of technology impact...
Prioritizing the Client Portal
- Javelin Report
- Date: April 19, 2022
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
Client portals are a treasure trove of client information that could benefit investors and advisors alike. However, wealth managers have long neglected to address the subpar user experience of their client platforms, which has driven investor cl...
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