Aligning investments in technology with wealth management strategies
Gone are the days when a wealth advisor and their client primarily collaborated across a desk or on a phone call. Today’s investors are increasingly interested in the environmental, societal, and governance impacts of their investments, and they’re taking a more active role in managing their affairs leveraging technology. Javelin’s analysts consider investing today—including such things as the rise of cryptocurrencies and the emergence of private capital—and deliver insights that can improve the tech capabilities of advisors to give them greater flexibility, scale and digital investor collaboration in today’s markets.
Wealth Management Recent Research
Reports
A New Model for Investor Engagement
This report, sponsored by Capintel, examines emerging investor dynamics that compel the reimagination of the client experience in wealth management. This research report was independently produced by Javelin Strategy & Research. Javelin Strategy...
Generative AI and the New Next Best Action
Financial advisors’ next best action (NBA) for clients is at the center of generative AI and predictive AI applications for wealth managers. New client analytics and automated generation of prompts is positioned to transform how advice is optimi...
Wealth Management: 2024 Trends and Predictions
Join Javelin’s Greg O'Gara and Dylan Lerner as they discuss important digital wealth management trends in 2024.
Digital Estate Planning: A New Frontier for RIAs
Death, as the saying goes, is inevitable, and so are the complexities involved in estate planning. Wealth advisors, who historically have handed off the process to attorneys and tax advisors, are increasingly unwilling to abdicate revenue and re...
Engaging the Core Affluent Millennial Investor
Core mass affluent investors (those with $500,000 to $1 million in investable assets) are a central component of the advisor’s book. However, Javelin Strategy & Research investor survey data indicates that the age distribution of the core mass a...
Repairing the Front Office for Advisor Engagement
A desire to increase advisor productivity has broadly shifted the wealth manager focus to the client segment with $1 million-plus in investable assets, a segment typically associated with the large broker-dealer or wirehouse. The growing channel...
2024 Trends & Predictions: Digital Wealth — Advisor
Modern wealth management is undergoing a transformation driven by artificial intelligence. These new tools and analytics are shifting the advice proposition from one of service homogeneity to hyper-personalization. Further, the world of the inve...
2024 Trends & Predictions: Digital Wealth — Investor
Artificial intelligence and machine learning are infiltrating all aspects of investing, with a profound impact on the data, tools, and platforms used by self-directed investors and those with traditional advisory relationships. This Javelin Stra...
Fraud and the Financial Advisor
The impact of fraud and cybersecurity on the client relationship means these challenges can no longer be considered through the lens of operational cost or as part of a box-checking exercise. Rather, they have assumed mission-critical importance...
Amplifying Investor Engagement Using Risk and Behavioral Insights
Innovative psychological and behavioral techniques are revolutionizing the way digital investor risk assessment is conducted, evolving it from a mere checkbox routine into an empowering process that encompasses strategic financial planning and e...