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...
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...
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