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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
Instant Messaging: An Opportunity to Humanize the Investor Experience
- Javelin Report
- Date: December 14, 2022
- Author(s): William Trout
- Research Topics(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 Topics(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 Topics(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 Topics(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 Topics(s): Wealth Management , Digital Wealth — Investor
The SEC Marketing Rule: Optimizing Digital Marketing With Compliance Tech
- Javelin Report
- Date: November 2, 2022
- Author(s): Greg O'Gara
- Research Topics(s): Digital Wealth — Advisor , Wealth Management
CRM and the Battle for RIA Market Share
- Javelin Report
- Date: September 8, 2022
- Author(s): Greg O'Gara, William Trout
- Research Topics(s): Digital Wealth — Advisor , Wealth Management
Investor Portal 2.0: Functionality for a New Generation of Investors
- Javelin Report
- Date: August 4, 2022
- Author(s): Greg O'Gara
- Research Topics(s): Digital Wealth — Investor , Wealth Management
Direct Indexing and the Promise of Personalization
- Javelin Report
- Date: July 28, 2022
- Author(s): William Trout
- Research Topics(s): Digital Wealth — Advisor , Wealth Management
Factors and Considerations for Retirement Professionals
- Sponsored Webinar
- Date: June, 2022
- Author(s): William Trout
- Research Topics(s): Wealth Management