Digital Wealth Research

Aligning Technology Investment to Strategy

Embracing digital wealth means using technology as a lever to enhance competitive position. Our work highlights the challenges and opportunities wealth managers face in transitioning from business silos and legacy IT models to a client-centric experience.

Direct Indexing Sets Canada In Its Sights

Impact Note
Date: June 9, 2021
Research Topic(s): Digital Wealth, Wealth Management
Direct indexing is a focal point for digital wealth innovation in the United States. Canadian banks and other wealth managers need to embrace this disruptive investment strategy to provide a more personalized client experience and fend off...

Robo-Wholesaler

Advisory Webinar: Client Login Required
Date: May 27, 2021
Author(s): William Trout
Research Topic(s): Digital Wealth, Wealth Management
Join Will Trout, Director of Wealth Management at Javelin Strategy & Research as he discusses how has the relationship between asset management wholesalers and advisors evolved, and how is it likely to develop going forward.

Direct Indexing: The Advisor, ESG and Me

Javelin Report
Date: May 6, 2021
Research Topic(s): Wealth Management, Digital Wealth
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...
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...

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

Impact Note
Date: February 17, 2021
Author(s): William Trout
Research Topic(s): Digital Wealth, Wealth Management
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 may...
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