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

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Robo-Advice Claims Another Victim: FORR in 3 Video

Oliwia Berdak June 7, 2019
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 […]
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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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Driving Investor Engagement

Oliwia Berdak May 13, 2019
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.
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“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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The Race To Innovate CX In Brokerage And Wealth Management

Harley Manning December 26, 2018
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 […]
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Predictions 2019: Financial Services Firms Shift Their Focus To Operational Efficiency

Benjamin Ensor November 7, 2018
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 […]
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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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Wealth Management For Generations X, Y, and Z

Victor Milligan September 17, 2018
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 […]
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