Wealth Management
Digital is disrupting wealth management. Firms must adjust to changing investor preferences and emergent fintech disruptors. Read our insights on forging a new path in the new financial reality.
Insights
Blog
Understand Today’s Investors In Metro China, Hong Kong, And Singapore
Why You Need A New Segmentation Approach To Understand Today’s Investors Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors (see Figure […]
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Blog
Social Media Meets Tulip Mania
It’s a story straight out of the Sherwood Forest, with a stopover in Holland. A determined group of small investors have used the power of social media to punish “the smart money” by pushing the price of GameStop, a widely shorted stock, from $19 to $325 (as of this writing). As the saga continues to […]
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Predictions 2021 Hub
Explore our blog posts, videos, guides, and other resources to understand the dynamics that will shape 2021.
Blog
解密中国当代投资者画像
去年年末,我们根据Forrester 2020年亚太金融行业的消费者调研(Forrester Analytics Consumer Technographics® Asia Pacific Financial Services Survey 2, 2020)对中国的投资者画像进行了描绘。我们希望通过量化数据呈现出中国投资者在2020年,尤其是疫情前后的一些变化,及中国投资者这个群体中细分类型的特点。点击“阅读更多”了解具体细节。
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Blog
Distinguish Hot From Hype In Wealth Management Tech Investments In 2021
We’ve seen technology shift the wealth management landscape for years. The global pandemic accelerated that shift as clients seek new ways to access their accounts, communicate with account managers, and manage their investments. To identify “The Top Wealth Management Technology Investments In 2021,” we interviewed more than 80 companies to determine which technology initiatives they […]
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Research Collection
Wealth Management Leaders: Review Your Marketing And CX Budgets In The Wake Of COVID-19
Consider Spending Changes In Five Categories Post-COVID-19 Wealth management leaders know that the business effects of the COVID-19 pandemic will be with us for years. However, the consequences of the pandemic are not identical for all companies. Different industries, including wealth management, face disparate consumer trends, resource availability, and revenue potential during the pandemic and […]
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Blog
Predictions 2021: Wealth Management Firms Embrace Digital To Thrive
The events of 2020 exposed both weaknesses and opportunities for wealth management firms. In 2021, forward-thinking firms will not only meet these challenges, but will move beyond them.
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Research Collection
Finserv Leaders Must Keep Sight Of The Big Picture In The Midst Of The Pandemic
As the COVID-19 pandemic shifts both geographically and in intensity, changes in consumers’ behaviors present financial services companies with new problems and new opportunities. The near-term impact will change the ways these companies interact with their customers, manage their employees, and respond to the market environment.
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Blog
Rethinking Sustainability In The Middle Of A Pandemic
2020 has been a year of reckoning. Sustainability is now a business necessity, not just a differentiator. Finance and technology have important roles to play.
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Blog
Beneficiary Experience: The Big Retention Opportunity Missed By Financial Services Firms
Many financial services firms are missing out on a big opportunity to win, serve, and retain customers: the beneficiary experience.
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Blog
The Effect Of COVID-19 On Canadians’ Financial Well-Being
Even before the COVID-19 outbreak, our research showed that Canadian consumers were facing multiple financial challenges and were worried about their financial situation. To see how the pandemic was impacting consumer finances and behaviors, we surveyed 1,119 Canadian online adults in April 10–15, 2020 and found that Canadians: Are already feeling the impact of COVID-19 […]
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Blog
The Effect Of COVID-19 On US Consumers’ Financial Well-Being
Even before the COVID-19 outbreak, our research showed that US consumers were facing multiple financial challenges and were worried about their financial situation. To see how the pandemic was impacting consumer finances and behaviors, we surveyed 1,122 US online adults in April 10–15, 2020 and found that US consumers: Are already feeling the impact of […]
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Blog
Three Insights From The Forrester Wave™: Digital Wealth Management Platforms, Q1 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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Blog
COVID-19 Tests Wealth Management Firms In Three Critical Areas
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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Blog
Morgan Stanley Grows Its Brokerage Business With E-TRADE Acquisition
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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Blog
Charles Schwab’s Acquisition Of TD Ameritrade Spells Further Consolidation In The Brokerage Industry
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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Blog
Digital Wealth Management Platforms Improve CX And Financial Advisor Productivity
Get the low-down on what digital wealth management platforms (DWMPs) do and three reasons why they're worth it.
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Blog
Predictions 2020: Wealth And Investment Firms Will Copy Fintech Strategies
Wealth and investment management firms will look to protect revenue and thwart disruption by taking cues from fintech companies.
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Blog
Zero Trading Fees Are Here — So Are Significant Market Cap Losses
The correct response to digital disruption is not to engage in price wars but to strengthen customer experience.
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Video
Financial Service Firms Need To Stop Thinking Like Retailers On Personalization
By thinking like retailers, banks are leaving money on the table.
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Video
Kicking Off Our New Research On Autonomous Finance: FORR/3 Video
Forrester has recently kicked off some new research focusing on services and companies that make financial decisions and take action on behalf of consumers. You can take a very short survey on this topic here. I’m psyched to present here our first FORR/3 video episode on this topic (see below)! In it, Oliwia Berdak and […]
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