Vijay Raghavan

Senior Analyst

Forrester Bio

Author Insights


Predictions 2024: Global Turmoil And Technologies, Both New And Mundane, Will Make Their Mark On Wealth Management

Vijay Raghavan November 2, 2023
The wealth management industry will once again see the rise of new and old forces that will confuse, help, and hinder investors. Savvy, forward-thinking managers will detect clear signals amid the noise.

Wealth Managers: Impact-Oriented Investors Need Your Help

Vijay Raghavan August 17, 2023
Impact-Oriented Investors Are Waiting For A Reason To Take The Plunge Data from Forrester’s Financial Services Benchmark Recontact Survey, 2022, found that 15% of US online adult investors own sustainable investment products — a group we call “sustainable investors.” They are younger, wealthier, and more educated than the average investor. But wealth managers should also […]

Three Best Practices From The Forrester Digital Experience Review™: US And Canada Mobile Investing Apps

Vijay Raghavan April 27, 2023
To assess the digital experience, we reviewed the functionality and user experience of 12 North American mobile investing apps that target self-directed investors, and we provide an Excel-based tool that allows digital business leaders to evaluate their customers’ digital journeys.

Robots Rocking The Future Of Wealth Management

Vijay Raghavan February 8, 2023
While recently listening to Daft Punk, pondering the increasing influence of AI on wealth management, and thinking about my latest research on The Top Emerging Technologies In Wealth Management, 2023, I decided to let the robots do all the work.

Predictions 2023: Amid Market Turbulence, Professional Guidance Comes Back Into Vogue

Vijay Raghavan November 17, 2022
Wealth management firms with both digitally savvy financial advisors and digital financial advice will be best suited to win over skittish investors and convert them into profitable, long-term customers.

Design Solutions To Attract Female Investors

Vijay Raghavan June 22, 2022
Women are investing in plain sight. But to look at the numbers, you would think that wealth managers can’t see them. Fewer than half of online women in the US are investors, compared to 60% of online men. Those who do invest also tend to have fewer and less varied investment products than men. To […]

Predictions 2022: Crypto And The Specter Of Inflation Loom Large In Wealth Management

Vijay Raghavan November 17, 2021


Meet The Most Interesting Investor Segment: The Digitally Savvy Delegator

Vijay Raghavan September 10, 2021
Digitally savvy delegators are an overlooked segment and represent an attractive opportunity for wealth management firms right now. As incumbents and fintechs alike continue to compete for customers, firms need to understand who digitally savvy delegators are and design the right solutions to attract and retain them. I recently published a report about this customer […]

Financial Advisors Propel Morgan Stanley To The Top Of Investment Firms In The US CX Index, 2021

Vijay Raghavan June 2, 2021
Amid massive market volatility and uncertainty, two investment firms were able to vault up the rankings in the Forrester US CX Index 2021. Discover how, and why they'll have a competitive advantage going forward.

Building A Private Bank For The Next Generation

Vijay Raghavan April 22, 2021
Significant gaps continue to exist in private banking, forcing firms to rethink pricing and organizational models. As a result, high-net-worth clients are not fully benefiting from some of the digital innovations that are changing how customers interact with their private banks. To identify the top “Global Private Banking Trends In 2021,” we interviewed senior executives […]

Understand Today’s Investors In Metro China, Hong Kong, And Singapore

Tom Mouhsian February 24, 2021
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 […]

Social Media Meets Tulip Mania

Vijay Raghavan February 1, 2021
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 […]

Distinguish Hot From Hype In Wealth Management Tech Investments In 2021

Vijay Raghavan November 23, 2020
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 […]
Research Collection

Wealth Management Leaders: Review Your Marketing And CX Budgets In The Wake Of COVID-19

Vijay Raghavan November 13, 2020
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 […]

Predictions 2021: Wealth Management Firms Embrace Digital To Thrive

Vijay Raghavan October 21, 2020
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.

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 […]

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 […]

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 […]

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.

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.
More posts