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
Reports
2025 Wealth Management Trends
Join Greg O'Gara and Tracy Kitten as they share insights into the key trends driving the future of Wealth Management. Discover how evolving client needs and market dynamics are shaping strategies and opportunities for the year ahead.
Retirement Platforms: Target Date Funds and Robo-Advisors in the Crosshairs
Automated “set it and forget it” solutions now control trillions of dollars in retirement assets and robo-accounts. Mounting evidence suggests these simplified approaches may be compromising investors' long-term outcomes. The convergence of tech...
RIA Custody: Building Connectivity for Growth
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...
2025 Javelin Trends Webinars
Diving into the digital financial services trends and predictions our experts see coming in 2025.
Scaling Wealth Management as U.S. Household Financial Assets Grow
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 ...
Political and Social Event Markets: A New Intelligence Opportunity for Wealth Managers
Political event markets inform portfolio risk management and bolster client engagement. Strategies to incorporate these predictive tools into the investment process expand client relationships and risk management, bringing political, social, and...
Document Management Systems: An Opportunity for Accelerated Growth
Document management systems in wealth management are rapidly evolving beyond their traditional role as digital filing cabinets by taking on characteristics of CRM platforms and becoming central operational hubs for advisory firms. Javelin’s late...
2025 Wealth Management Trends
The wealth management and investor landscapes continue to move into the uncharted waters of rapidly changing technology, economic uncertainty, and political and social change. As advisor and investor behaviors evolve with workflow automation, th...
Art Meets Fintech: Curating the Future of Wealth Management
The world of art collecting and investment, once the province of ultra-high-net-worth investors, is being made more accessible by a range of fintechs offering a variety of ownership models and starting points. These offerings allow wealth manage...
T+1: Balancing Efficiency, Risk, and Global Coordination
As the United States implements a T+1 settlement cycle in securities transactions, the country is poised to achieve a significant milestone. Successful preparation for the cycle, which took effect on May 28, has engendered industry-wide collabor...