Wealth Management

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Wealth Management Recent Research


Direct Indexing: The Advisor, ESG and Me

Younger generations of investors want compelling digital experiences and socially responsible portfolios that reflect their values. Direct indexing, while not a silver bullet, enables investment advisers to personalize portfolios, deliver a rich...

Robo‐Wholesaler: Redefining the Asset Manager and Advisor Relationship

Fee pressures and the ubiquity of information on funds and other investment product have put the onus on the asset management wholesaler to serve in an advisory capacity, rather than one focused on sales. Portfolio analytics tools enable the who...

The Future of Self-Directed Investing May Not Be Self-Directed

What next for Robinhood? The Gamestop scandal represents the third bloody nose for the firm in as many months. The suicide of an options trader last fall was a first blemish. Successive platform outages have been another. The current kerfuffle m...

Wealth Management Hyperloop: Digitizing the Path from Client Profile to Portfolio Management

This report focuses on the front office, the center of client-adviser interaction. It highlights the complexity of the portfolio construction process and its inexact link to most risk profiling exercises. At the same time, it offers recommendati...

2021 Financial Industry Trends: Wealth Management

Join Will Trout, Director, Wealth Management as he walks you through Javelin’s predictions for the Wealth Management Industry.

The Rise of the Super App and the Challenge to Bank Wealth Management

This report explores perceptions of affluent investors (household decision-makers with at least $100,000 in investable assets) toward third-party investment apps and websites such as robo-advisory and self-directed platforms and the extent to wh...

Thinking Out Loud: Roundtable Talk

Learn how they have approached the business challenges posed by the pandemic and some of the initiatives underway for 2021 and beyond. Explore emerging technologies: what's hot and what's not.

2021 Wealth Management Trends

​Developments that made the past 12 months a watershed year for wealth management are set to transform the industry in 2021. These include fractional share trading and direct indexing strategies enabled by the adoption of zero-commission trades....

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