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: 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...
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 recommendations...

2021 Financial Industry Trends: Wealth Management

Video
Date: January 28, 2021
Presenter(s): William Trout
Research Topic(s): Digital Wealth, Wealth Management
Join Will Trout, Director, Wealth Management as he walks you through Javelin’s predictions for the Wealth Management Industry.
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