Javelin Research

Robo-Wholesaler

Advisory Webinar: Client Login Required
Date: May 27, 2021
Author(s): William Trout
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.

Getting a Piece of the Buy Now, Pay Later Pie

Javelin Report
Date: May 26, 2021
Author(s): Austin Kilgore
Research Topic(s): Payments
Buy now, pay later financing is a burgeoning alternative payment method at the digital and physical point of sale. As availability and adoption increase in the United States and abroad, banks and credit unions must ensure they play a role. This...
The disruption caused by the Colonial Pipeline ransomware attack thrust the ransomware epidemic into the national spotlight. Policymakers, executives and consumers may be scrambling to understand how something like this could happen, but those in...

The Health of Cash and its Role Expanding the Digital Economy

Whitepaper
Date: May 18, 2021
Research Topic(s): Payments
This report, sponsored by Cardtronics, explores how the digital economy benefits from cash usage and consumer preferences for safe and easy commerce. Consumers who prefer to use cash are digitally savvy but are unable to access the digital economy...
Cybersecurity awareness training and education have finally reached a tipping point and have proved, over the long haul, to be successful. Anti-phishing campaigns have taken time to resonate, but the success of phishing campaigns has declined as...
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...
As the mortgage industry transitions to a purchase market, lenders have a unique opportunity to reimagine the role of automated underwriting systems in the borrower qualification and product eligibility process.

Exposing the Risks of Remote Deposit Capture

Javelin Report
Date: April 14, 2021
Research Topic(s): Fraud Management, Fraud & Security
With the passage of the Check Clearing for the 21st Century Act (Check 21), enacted in 2003 , financial institutions began accepting electronic check images from depositing consumers, and there was no looking back. Remote deposit capture (RDC)...

Tech Enablement for Trusted Advisers

Javelin Report
Date: April 2, 2021
Author(s): Austin Kilgore
Research Topic(s): Digital Lending
Digital originations help lenders engage with consumers earlier in the process of buying homes and cars. But even the most sophisticated lenders often struggle with extending these enhancements to professionals outside their organizations who are...
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...

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