Digital Wealth — Advisor
Align advice on technology investments to wealth manager needs
It’s a different ballgame from the one where wealth management advisors would sit in their business silos with their legacy IT systems and move money for clients. Now, advisors must enhance their value proposition by meeting clients where they are on a range of issues, including socially responsible investing, direct indexing, alternative investments, and a world where management software is at their fingertips. Javelin’s research and insights help wealth managers navigate the changing terrain.