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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
The Relationship-Building Power of Digital Tax Platforms
- Javelin Report
- Date: April 25, 2023
- Author(s): William Trout, Greg O'Gara, Disha Bheda
- Research Topic(s): Digital Wealth — Investor, Wealth Management
Tax-Managed Portfolio Transitions in Direct Indexing
- Javelin Report
- Date: March 28, 2023
- Author(s): William Trout
- Research Topic(s): Digital Wealth — Advisor, Wealth Management
ESG for the Self-Directed Investor
- Javelin Report
- Date: February 23, 2023
- Author(s): Greg O'Gara
- Research Topic(s): Digital Wealth — Investor, Wealth Management
Direct Indexing: Strategy for Asset Managers
- Javelin Report
- Date: February 16, 2023
- Author(s): William Trout
- Research Topic(s): Digital Wealth — Advisor, Wealth Management
Smart Beta, Direct Indexing, and the All-Weather Portfolio
- Impact Note
- Date: February 1, 2023
- Author(s): William Trout, Joel Hugentobler
- Research Topic(s): Digital Wealth — Investor, Wealth Management
Instant Messaging: An Opportunity to Humanize the Investor Experience
- Javelin Report
- Date: December 14, 2022
- Author(s): William Trout, Daniel Gonzalez
- Research Topic(s): Digital Wealth — Investor, Wealth Management
Risky Business: The Rise of Independent Investing Among Wealth Management Clients
- Javelin Report
- Date: December 12, 2022
- Author(s): Greg O'Gara, Joel Hugentobler
- Research Topic(s): Digital Wealth — Investor, Wealth Management
2023 Wealth Management Trends
- Advisory Webinar: Client Login Required, On Demand Webinar
- Date: November 30, 2022
- Author(s): William Trout, Greg O'Gara
- Research Topic(s): Digital Wealth — Advisor, Digital Wealth — Investor, Wealth Management
2023 Digital Wealth — Advisor Trends & Predictions
- Javelin Report
- Date: November 16, 2022
- Author(s): William Trout, Greg O'Gara
- Research Topic(s): Digital Wealth — Advisor, Wealth Management
2023 Digital Wealth — Investor Trends & Predictions
- Javelin Report
- Date: November 16, 2022
- Author(s): William Trout, Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth — Investor