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.
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 which...
2021 Wealth Management Trends
Javelin Report
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. ESG...
