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Wealth Management Recent Research


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...

New Insights on Advisor Trends

  • Complimentary Webinar, On Demand Webinar
  • Date: August 9, 2023
  • Author(s): William Trout
  • Research Topic(s): Wealth Management
Join us for a discussion on recent findings from the 2023 Advisor Brandscape report and the implications these new advisor trends will have on the market.

RIA Turnkey CRM Scorecard

This Javelin Strategy & Research scorecard report brings these provider challenges into focus and evaluates platforms across a comprehensive set of criteria related to function, user experience, and other RIA workflow elements.

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