Digital Wealth - Investor Research

Investor Technology Needs, Preferences and Adoption

Demands for personalization and the ability to manage aspects of one’s financial life online have emerged as defining characteristics among investors. At the same time, the distinct servicing needs of investor segments require a tailored approach to service and advice delivery.

It’s a democratized and increasingly self-serve landscape for investors, but here’s the good news: Incumbent wealth managers can compete in this environment. Those who do will meet investors’ ever-shifting needs, and that requires personalization, a...
The Google/CME deal is largely unprecedented. Google has the opportunity to directly explore dynamic market data, derivative trading products and financial communication pipelines through the lens of quantum computing and advanced algorithms. If the...
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...
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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