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

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.
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...

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