Aligning investments in technology with wealth management strategies

Wealth Management Recent Research

Reports

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...

ESG for the Self-Directed Investor

As ESG analytics from data providers (MSCI, S&P Global, Sustainalytics/Morningstar) have proliferated, digital platforms and broker-dealers seeking to leverage this data have lost focus on their primary mission: creating an engaging self-directe...

Direct Indexing: Strategy for Asset Managers

The rise of direct indexing has energized manufacturing and distribution. Increasingly, however, the industry center of gravity has tipped from the asset manager (or manufacturer) to the wealth manager and the technology platform providers. Thes...

Smart Beta, Direct Indexing, and the All-Weather Portfolio

Direct indexing offers a compelling framework for the investor interested in capital preservation, particularly when it is executed through a smart-beta lens. Smart-beta direct indexing provides a best-of-both-worlds approach that boosts investi...

Instant Messaging: An Opportunity to Humanize the Investor Experience

To survive, much less thrive, the modern wealth manager must energize the user journey, boost efficiency, and stay compliant. Instant messaging (IM) is a lever for the realization of these objectives.

Risky Business: The Rise of Independent Investing Among Wealth Management Clients

Investors today have access to a broad range of investment vehicles, from alts to crypto to private equity, and a driving ambition to manage assets outside their primary wealth management accounts. This puts the onus on wealth managers to introd...

2023 Wealth Management Trends

Join Will Trout, director of Wealth Management, and Greg O’Gara, lead analyst, Wealth Management as they discuss top three business drivers for change in 2023 for advisors and investors.

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