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
Hybrid B2B Robo Takes Flight
Digital advice platforms offer a turnkey, highly extensible means of rationalizing the high-cost delivery models characteristic of bank wealth management units. Intelligence from client-driven insights enables bank advisors to work around silos ...
Direct Indexing Sets Canada In Its Sights
Direct indexing is a focal point for digital wealth innovation in the United States. Canadian banks and other wealth managers need to embrace this disruptive investment strategy to provide a more personalized client experience and fend off incur...
Robo-Wholesaler
Join Will Trout, Director of Wealth Management at Javelin Strategy & Research as he discusses how has the relationship between asset management wholesalers and advisors evolved, and how is it likely to develop going forward.
Direct Indexing: The Advisor, ESG and Me
Younger generations of investors want compelling digital experiences and socially responsible portfolios that reflect their values. Direct indexing, while not a silver bullet, enables investment advisers to personalize portfolios, deliver a rich...
Robo‐Wholesaler: Redefining the Asset Manager and Advisor Relationship
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 who...
The Future of Self-Directed Investing May Not Be Self-Directed
What's 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...
The Future of Self-Directed Investing May Not Be Self-Directed
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 m...
Wealth Management Hyperloop: Digitizing the Path from Client Profile to Portfolio Management
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 recommendati...
2021 Financial Industry Trends: Wealth Management
Join Will Trout, Director, Wealth Management as he walks you through Javelin’s predictions for the Wealth Management Industry.
The Rise of the Super App and the Challenge to Bank Wealth Management
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 wh...