Digital Wealth - Advisor 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.

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 those...

Digital Platforms and the Guaranteed Income Conundrum

Impact Note
Date: September 20, 2021
Author(s): William Trout
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.
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, the...

Hybrid B2B Robo Takes Flight

Javelin Report
Date: July 27, 2021
Digital advice platforms offer a turnkey, highly extensible means of rationalizing the high-cost delivery models characteristic of bank wealth management units. Intelligence from client-driven insights enables bank advisors to work around silos and...
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...
View All

Contact Us