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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
2025 Wealth Management Trends
- Javelin Report
- Date: November 7, 2024
- Author(s): Greg O'Gara, Disha Bheda
- Research Topic(s): Wealth Management, Digital Wealth
Art Meets Fintech: Curating the Future of Wealth Management
- Javelin Report
- Date: June 26, 2024
- Author(s): Disha Bheda, Greg O'Gara
- Research Topic(s): Digital Wealth, Wealth Management
T+1: Balancing Efficiency, Risk, and Global Coordination
- Impact Note
- Date: May 30, 2024
- Author(s): Greg O'Gara
- Research Topic(s): Digital Wealth, Wealth Management
Financial Planning Platforms Get Savvy
- Javelin Report
- Date: April 30, 2024
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
A New Model for Investor Engagement
- Whitepaper
- Date: April 17, 2024
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
Generative AI and the New Next Best Action
- Javelin Report
- Date: March 28, 2024
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
Wealth Management: 2024 Trends and Predictions
- Complimentary Webinar, On Demand Webinar
- Date: February 22, 2024
- Author(s): Greg O'Gara, Dylan Lerner
- Research Topic(s): Wealth Management, Digital Wealth
Digital Estate Planning: A New Frontier for RIAs
- Javelin Report
- Date: January 30, 2024
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
Engaging the Core Affluent Millennial Investor
- Javelin Report
- Date: December 14, 2023
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
Repairing the Front Office for Advisor Engagement
- Javelin Report
- Date: December 14, 2023
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
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