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Wealth Management
Javelin’s analysts take a comprehensive approach to research through three lenses—digital wealth for the advisor, digital wealth for the investor, and cryptocurrency—to generate the data and insights that can guide technological decisions, streamline workflows, and create better experiences for advisors and their clients.
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
2024 Trends & Predictions: Digital Wealth — Advisor
- Javelin Report
- Date: November 7, 2023
- Author(s): William Trout, Greg O'Gara, Disha Bheda
- Research Topic(s): Digital Wealth — Advisor, Wealth Management
2024 Trends & Predictions: Digital Wealth — Investor
- Javelin Report
- Date: November 7, 2023
- Author(s): William Trout, Greg O'Gara, Disha Bheda
- Research Topic(s): Digital Wealth — Investor, Wealth Management
Fraud and the Financial Advisor
- Javelin Report
- Date: October 12, 2023
- Author(s): William Trout
- Research Topic(s): Digital Wealth — Advisor, Wealth Management
Amplifying Investor Engagement Using Risk and Behavioral Insights
- Javelin Report
- Date: August 31, 2023
- Author(s): Greg O'Gara, Disha Bheda
- Research Topic(s): Digital Wealth — Investor, Wealth Management
New Insights on Advisor Trends
- Complimentary Webinar, On Demand Webinar
- Date: August 9, 2023
- Author(s): William Trout
- Research Topic(s): Wealth Management
RIA Turnkey CRM Scorecard
- Javelin Report
- Date: August 2, 2023
- Author(s): Greg O'Gara
- Research Topic(s): Digital Wealth — Advisor, Wealth Management
RIAs Snap Up CPA Firms
- Impact Note
- Date: August 2, 2023
- Author(s): William Trout
- Research Topic(s): Digital Wealth — Advisor, Wealth Management
Drilling Down on Gen X, Finance’s Middle Child
- Javelin Report
- Date: July 14, 2023
- Author(s): Craig Lancaster
- Research Topic(s): Digital Wealth — Investor, Wealth Management
Technology and the Hybrid Advisor
- Impact Note
- Date: July 10, 2023
- Author(s): William Trout
- Research Topic(s): Digital Wealth — Advisor, Wealth Management
Building a Better Stablecoin
- Javelin Report
- Date: July 6, 2023
- Author(s): Joel Hugentobler, James Wester
- Research Topic(s): Digital Assets & Crypto, Wealth Management