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.

Join Will Trout, Director, Wealth Management as he walks you through Javelin’s predictions for the Wealth Management Industry.
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
Date: December 1, 2020
Author(s): William Trout
​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...

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