Wealth Management

Aligning investments in technology with wealth management strategies

Wealth Management Recent Research


Instant Messaging: An Opportunity to Humanize the Investor Experience

To survive, much less thrive, the modern wealth manager must energize the user journey, boost efficiency, and stay compliant. Instant messaging (IM) is a lever for the realization of these objectives.

Risky Business: The Rise of Independent Investing Among Wealth Management Clients

Investors today have access to a broad range of investment vehicles, from alts to crypto to private equity, and a driving ambition to manage assets outside their primary wealth management accounts. This puts the onus on wealth managers to introd...

2023 Wealth Management Trends

Join Will Trout, director of Wealth Management, and Greg O’Gara, lead analyst, Wealth Management as they discuss top three business drivers for change in 2023 for advisors and investors.

2023 Digital Wealth — Advisor Trends & Predictions

The annual Digital Wealth — Advisor trends report will highlight the top three business drivers for change in 2023.

2023 Digital Wealth — Investor Trends & Predictions

The annual Digital Wealth — Investor trends report will highlight the top three business drivers for change in 2023.

The SEC Marketing Rule: Optimizing Digital Marketing With Compliance Tech

The SEC’s new marketing rule is effective November 4th, 2022, and provides a framework for advisors to follow regarding their performance advertising, use of testimonials and endorsements, and solicitation activities. Learn how the SEC’s new mar...

CRM and the Battle for RIA Market Share

CRM providers seeking to expand their appeal to RIAs must focus on creating a seamless user experience for the advisor. Custodians, for their part, play a key role in the processing and transfer of data. The CRM that partners with custodians to ...

Investor Portal 2.0: Functionality for a New Generation of Investors

The lines between traditional investor segments are blurring as digital behaviors become indistinguishable. A comparison of Javelin’s year-over-year investor data shows increased engagement in the wealth manager portal, but the preference for ad...

Direct Indexing and the Promise of Personalization

Although direct indexing may be understood as an investments solution, it is too powerful to be understood solely in terms of investments. Direct indexing functions as a lever for the building of client relationships and plays a critical role in...

Factors and Considerations for Retirement Professionals

Learn about the major movements impacting the retirement industry today, and why the need to accelerate digital transformation is more important than ever.

Talk to our digital wealth experts