Vijay Raghavan

Senior Analyst

Vijay serves digital strategy leaders at retail wealth and asset management, brokerage, and private banking institutions, advising them on how to prepare and respond to continuous digital disruption in this sector. He works with financial services executives and their digital teams to challenge thinking in the retail wealth and asset management sector as they design the future of financial services. He is based in Forrester’s New York City office.

November 1st, 20214 min read

In 2022, wealth management firms will return to normal while dealing with COVID-19 variants and inflation challenges. Crypto-assets will triple, incumbent firms will pursue strategic acquisitions to remain competitive, and special-purpose acquisition

August 9th, 20218 min read

Read this report to gain insight on the key preferences and behaviors of digitally savvy delegators and the actions wealth management firms must take now to serve this important group of investors.

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