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Wealth Management Recent Research

Reports

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...

Advisor Technology For Investor Engagement

It has never been more vital for investment advisors and wealth managers to prove their value and deliver targeted, timely, and forward-thinking solutions to investors. As these advisors face an expanding set of task- and process-driven applicat...

The Relationship-Building Power of Digital Tax Platforms

Adoption of digital tax filing continues to grow, with the vast majority of U.S. returns submitted electronically. Digital tax preparation and filing remains a highly fragmented market, with one player enjoying a dominant position and others hol...

Tax-Managed Portfolio Transitions in Direct Indexing

Tax-managed portfolio transition strategies offer a good cultural fit for the advisor and lend themselves to range of use cases. Transition strategies will often form the centerpiece of new client onboarding. Client cash withdrawals or a shift i...

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