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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
Hybrid B2B Robo Takes Flight
- Javelin Report
- Date: July 27, 2021
- Author(s): William Trout, Daniel Gonzalez
- Research Topic(s): Wealth Management, Digital Wealth
Direct Indexing Sets Canada In Its Sights
- Impact Note
- Date: June 9, 2021
- Author(s): Daniel Gonzalez, William Trout
- Research Topic(s): Wealth Management, Digital Wealth
Robo-Wholesaler
- Advisory Webinar: Client Login Required
- Date: June, 2021
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
Direct Indexing: The Advisor, ESG and Me
- Javelin Report
- Date: May 6, 2021
- Author(s): William Trout, Daniel Gonzalez
- Research Topic(s): Wealth Management, Digital Wealth
Robo‐Wholesaler: Redefining the Asset Manager and Advisor Relationship
- Javelin Report
- Date: April 1, 2021
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
The Future of Self-Directed Investing May Not Be Self-Directed
- Impact Note
- Date: February 17, 2021
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
The Future of Self-Directed Investing May Not Be Self-Directed
- Impact Note
- Date: February 17, 2021
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
Wealth Management Hyperloop: Digitizing the Path from Client Profile to Portfolio Management
- Javelin Report
- Date: February 15, 2021
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
2021 Financial Industry Trends: Wealth Management
- Video
- Date: January 28, 2021
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth
The Rise of the Super App and the Challenge to Bank Wealth Management
- Javelin Report
- Date: January 19, 2021
- Author(s): William Trout
- Research Topic(s): Wealth Management, Digital Wealth