Vijay Raghavan

Senior Analyst

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Blog

Three Insights From The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

Vijay Raghavan April 20, 2020
The wealth management industry is undergoing a digital transformation, and firms are turning to digital wealth management platforms (DWMPs) to accelerate their initiatives. In “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020” report, we identified the 13 most significant digital DWMP providers, which we evaluated across 26 criteria. We define a DWMP as: An […]
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COVID-19 Tests Wealth Management Firms In Three Critical Areas

Vijay Raghavan March 26, 2020
COVID-19 uncertainty is causing massive swings in the stock market, showing the importance of three critical areas for wealth management firms: the performance of robo-advisor platforms; communication between advisors and their customers; and the importance of reliability and trust. Specifically: Robo-advisors are being put to the test. Platforms like Schwab Intelligent Portfolios and Betterment need […]
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Morgan Stanley Grows Its Brokerage Business With E-TRADE Acquisition

Vijay Raghavan February 20, 2020
Morgan Stanley announced today that it is acquiring discount broker E-TRADE for $13 billion, bringing 5.2 million new customer accounts and $360 billion in assets in the biggest takeover of a US bank since the financial crisis. The acquisition will transform Morgan Stanley from a bank that primarily relied on investment banking, trading, and wealth […]
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Charles Schwab’s Acquisition Of TD Ameritrade Spells Further Consolidation In The Brokerage Industry

Vijay Raghavan November 22, 2019
The story of how Charles Shwab's potential acquistion of TD Ameritrade came to be and what to expect from the fallout.
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Digital Wealth Management Platforms Improve CX And Financial Advisor Productivity

Vijay Raghavan November 19, 2019
Get the low-down on what digital wealth management platforms (DWMPs) do and three reasons why they're worth it.
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Zero Trading Fees Are Here — So Are Significant Market Cap Losses

Vijay Raghavan October 4, 2019
The correct response to digital disruption is not to engage in price wars but to strengthen customer experience.
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The Future Is Unwritten: Writing The Future Of Financial Advice

Vijay Raghavan August 1, 2019
Weigh in on how financial advice will change over the next 5-10 years.
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ISO Innovative Solutions For Today’s Investor Segments At The Upcoming 2019 In|Vest Conference

Vijay Raghavan May 28, 2019
At the In|Vest Conference, will large incumbents debut strategies to better serve the four distinct investor segments?
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Biometrics, Digital Decisioning, And APIs: These Are The Droids Investment Firms Are Looking For!

Vijay Raghavan April 8, 2019
Wealth management firms are leveraging emerging tech to create differentiated, valuable investor experiences. Read how.
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Blog

“Alexa, Did Any Of My Clients Add Cash Last Week?”

Vijay Raghavan March 11, 2019
Thanks to emerging technologies, financial advisors can connect with clients with greater frequency and efficiency. We list three technology classes that are enhancing the industry.
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Can Robots Grow Up To Be More Human?

Vijay Raghavan October 18, 2018
Context And Timing Is Critical For Robots And Humans To Work Well Together
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Money For Nothin’ And Stocks For Free

Vijay Raghavan September 25, 2018
JPMorgan enters the retail investing price war.
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