Wealth Management
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
Empowering the Investor via Personal Messaging Apps
While some firms see prohibiting the use of messaging apps as simpler than monitoring them, the preferences of a new generation of investors amid the pandemic have upended this calculus. These investors tend to be driven by personal need. They w...
Disintermediating Traditional Barriers for CRM in Wealth Management
Providers of solutions for the customer relationship management of registered investment advisors will have to overcome the deployment complexities and associated costs. It’s not easy for turnkey providers to penetrate the market of larger RIAs,...
Opportunities to Differentiate Portfolio Management Systems
As portfolio management systems continue to evolve, advisors are looking to providers to leverage new technology—such as artificial intelligence and behavioral finance models—to deliver highly customized solutions for their clients among a sea o...
Private Capital Moves to the Mainstream
Next-generation fintech platforms enable automation in the private capital markets by imposing structure onto what has been an ad-hoc, high-touch workflow. In so doing, they support a more transparent, secure, and error-free experience for the a...
Technology Redefines Traditional Notions of Investor Behavior
The lines between traditional investor populations are blurring. In particular, the weakening of the paternalistic relationship between advisor and client presents an opportunity to revisit established notions of segmentation and service.
2022 Wealth Management Investor Trends & Predictions
It’s a democratized and increasingly self-serve landscape for investors, but here’s the good news: Incumbent wealth managers can compete in this environment. Those who do will meet investors’ ever-shifting needs, and that requires personalizatio...
The Google-CME Partnership will Catalyze Growth of New Technologies in Financial Services
The Google/CME deal is largely unprecedented. Google has the opportunity to directly explore dynamic market data, derivative trading products and financial communication pipelines through the lens of quantum computing and advanced algorithms. If...
2022 Wealth Management Advisor Trends & Predictions
The rise of direct indexing goes far beyond a trend. Rather, it is the crucible in which the wealth management industry is being reshaped. It allows the formation of a basket of stocks into something reflective of client preferences, whether tho...
Digital Platforms and the Guaranteed Income Conundrum
There are no guarantees in life. Except when it comes to death, taxes, and certain types of income-focused investments. These include the insurance company-issued annuity contracts that are gaining traction among independent advisors.
ESG Analytics: Actionable Intelligence for Socially Responsible Investing
Analysts and wealth management advisors who are focused on meeting the needs of clients who value environmental, social, and governance (ESG) concerns have an increasing number of sources of information about those investments. The problem is, t...