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
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.
2023 Digital Wealth — Advisor Trends & Predictions
The annual Digital Wealth — Advisor trends report will highlight the top three business drivers for change in 2023.
2023 Digital Wealth — Investor Trends & Predictions
The annual Digital Wealth — Investor trends report will highlight the top three business drivers for change in 2023.
The SEC Marketing Rule: Optimizing Digital Marketing With Compliance Tech
The SEC’s new marketing rule is effective November 4th, 2022, and provides a framework for advisors to follow regarding their performance advertising, use of testimonials and endorsements, and solicitation activities. Learn how the SEC’s new mar...
CRM and the Battle for RIA Market Share
CRM providers seeking to expand their appeal to RIAs must focus on creating a seamless user experience for the advisor. Custodians, for their part, play a key role in the processing and transfer of data. The CRM that partners with custodians to ...
Investor Portal 2.0: Functionality for a New Generation of Investors
The lines between traditional investor segments are blurring as digital behaviors become indistinguishable. A comparison of Javelin’s year-over-year investor data shows increased engagement in the wealth manager portal, but the preference for ad...
Direct Indexing and the Promise of Personalization
Although direct indexing may be understood as an investments solution, it is too powerful to be understood solely in terms of investments. Direct indexing functions as a lever for the building of client relationships and plays a critical role in...