wealth management

The story of how Charles Shwab's potential acquistion of TD Ameritrade came to be and what to expect from the fallout.

Get the low-down on what digital wealth management platforms (DWMPs) do and three reasons why they're worth it.

Wealth and investment management firms will look to protect revenue and thwart disruption by taking cues from fintech companies.

The correct response to digital disruption is not to engage in price wars but to strengthen customer experience.

By thinking like retailers, banks are leaving money on the table.

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 […]

Weigh in on how financial advice will change over the next 5-10 years.

In this episode of our video blog series FORR in 3, Vijay Raghavan and I discuss the challenges of robo-advice, some of the latest failures in this space, and what this means for a technology market that has seen over $2 billion of investment in the last decade. For more insights, Forrester clients can check […]

At the In|Vest Conference, will large incumbents debut strategies to better serve the four distinct investor segments?

According to Vanguard, the median retail investor logs in to their account just six times per year. Read our tips for boosting investor engagement in a digital world.

Wealth management firms are leveraging emerging tech to create differentiated, valuable investor experiences. Read how.

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.

Recently, Forrester published our CX predictions for 2019. Our first prediction was that stagnating CX quality will cause short, destructive price wars. We cited Fidelity’s two new zero-fee investment funds as an example of how this is already starting to play out. We also noted that Vanguard responded to Fidelity by highlighting its many funds […]

In the decade since the global financial crisis, much of the financial services industry has made a strong recovery. While many governments are still nursing large debts, most banks, investment management firms, and insurance companies have long since returned to good health. Growing economies, rising interest rates, and increased trading activity have delivered strong earnings […]

Context And Timing Is Critical For Robots And Humans To Work Well Together

JPMorgan enters the retail investing price war.

Wealth management is not a sleepy market, but the core business model and operations have remained relatively stable while other industries have been immediately — and in some cases — viciously affected by empowered customers and the dizzying pace of digital. It is already clear that younger customers are captivated by fintech and insurtech providers. They are willing to experiment and, in […]