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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
Amplifying Investor Engagement Using Risk and Behavioral Insights
- Javelin Report
- Date: August 31, 2023
- Author(s): Greg O'Gara, Disha Bheda
- Research Topic(s): Wealth Management, Digital Wealth
New Insights on Advisor Trends
- Complimentary Webinar, On Demand Webinar
- Date: August 9, 2023
- Author(s): William Trout
- Research Topic(s): Wealth Management
RIA Turnkey CRM Scorecard
- Javelin Report
- Date: August 2, 2023
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
RIAs Snap Up CPA Firms
- Impact Note
- Date: August 2, 2023
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
Drilling Down on Gen X, Finance’s Middle Child
- Javelin Report
- Date: July 14, 2023
- Author(s): Craig Lancaster
- Research Topic(s): Wealth Management, Digital Wealth
Technology and the Hybrid Advisor
- Impact Note
- Date: July 10, 2023
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
Building a Better Stablecoin
- Javelin Report
- Date: July 6, 2023
- Author(s): Joel Hugentobler, James Wester
- Research Topic(s): Digital Assets & Crypto, Wealth Management
Turnkey CRMs Target Salesforce
- Javelin Report
- Date: June 22, 2023
- Author(s): Greg O'Gara
- Research Topic(s): Wealth Management, Digital Wealth
Meet Gen X, the Little Demographic That Doesn’t
- Impact Note
- Date: June 14, 2023
- Author(s): Craig Lancaster
- Research Topic(s): Wealth Management, Digital Wealth
The Opportunity for Embedded Tax Tech
- Javelin Report
- Date: June 14, 2023
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth