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
Amplifying Investor Engagement Using Risk and Behavioral Insights
Innovative psychological and behavioral techniques are revolutionizing the way digital investor risk assessment is conducted, evolving it from a mere checkbox routine into an empowering process that encompasses strategic financial planning and e...
New Insights on Advisor Trends
Join us for a discussion on recent findings from the 2023 Advisor Brandscape report and the implications these new advisor trends will have on the market.
RIA Turnkey CRM Scorecard
This Javelin Strategy & Research scorecard report brings these provider challenges into focus and evaluates platforms across a comprehensive set of criteria related to function, user experience, and other RIA workflow elements.
RIAs Snap Up CPA Firms
Certified public accountants have been moving into wealth management for years. Now wealth managers are expanding into the space of the CPA. M&A is the instrument of convergence, with registered investment advisor consolidators like Hightower, M...
Drilling Down on Gen X, Finance’s Middle Child
There is rampant concern that Gen X—those born from 1965 to 1980—will be the first U.S. demographic that doesn’t do as well financially as its parents, and that concern is well-grounded. It’s the first U.S. generation to confront, en masse, a pa...
Technology and the Hybrid Advisor
Regulation to harmonize standards of care across RIA and broker-dealer channels has accelerated the convergence of wealth management distribution channels. This convergence centers on advisor affiliation models and reflects client enthusiasm for...
Building a Better Stablecoin
Unlike digital dollars, each stablecoin is unique when they are cryptographically minted and stored on a distributed ledger. Features such as programmability and near instantaneous settlement offer solutions to ecommerce, financial institutions,...
Turnkey CRMs Target Salesforce
Competition among providers of turnkey customer relationship management (CRM) systems for registered investment advisors (RIAs) continues to heat up. The turnkey CRM market has traditionally targeted RIAs with less than $500 million in assets un...
Meet Gen X, the Little Demographic That Doesn’t
Generation X is the middle child of American demographics: smaller and less significant than the still-massive Baby Boomers and the ascendant Y and Z generations coming up behind. It is ensconced in the stabilizing influences of employment, home...
The Opportunity for Embedded Tax Tech
Tax is a critical component of the consumer balance sheet, one that drives financial outcomes. Yet the calculation and filing of taxes on income remains a form-based, poorly integrated function. Tax apps embedded in financial institutions and di...