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
Wealth Managers: Impact-Oriented Investors Need Your Help
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 […]
Blog
Three Best Practices From The Forrester Digital Experience Review™: US And Canada Mobile Investing Apps
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.
Blog
The Rise Of Female Investors In Malaysia
Demand For Investment Services Among Malaysian Women Is Up Female investors in Malaysia are on the rise. According to the nation’s stock exchange, there was a 36% increase in new trading accounts opened by female investors in 2021. They are also becoming more active, judging by the 194% increase in trading volumes between 2018 and […]
Blog
Predictions 2023: Amid Market Turbulence, Professional Guidance Comes Back Into Vogue
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.
Blog
Understanding Investors In China’s Greater Bay Area
What You Should Know About Investors In China’s Greater Bay Area China has emerged as an attractive market for wealth management and investment firms due to its rapid economic growth and wealth accumulation. In particular, the Greater Bay Area (GBA) boasts one of the highest concentrations of high-net-worth individuals with substantial investable assets. The Wealth […]
Blog
Some Research Themes For Financial Services In 2022 (Plus A Survey You Can Take To Help)
We’ve been diving deep into a number of topics that financial services executives and their teams care about (or should care about). Here are just five of the topics we find particularly interesting: Embedded finance. A crop of fintech startups and large financial providers are investing in embedded finance — in which financial products and […]
Blog
Track The Generational And Behavioral Shifts In Europe’s Investors
European investors are changing. Understand their investment research behaviors to better serve and support them.
Blog
APAC Countries Look To Strengthen Sustainable Finance Regulations
In APAC, vast political, economic, and social differences among countries pose an impact on sustainable finance regulations. Even for ESG factors that are easiest to measure and compare — carbon emission, for example — there are still no common goals in the region. Only China (pledged to become carbon-neutral in 2060), South Korea (2050), Japan (2050), New Zealand (2050), and Indonesia (2060) have set a net-zero target, leading to different approaches and progress in regulating sustainable finance activities.
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The European Union’s Sustainable Finance Regulation Jigsaw Is Almost Complete
The EU has committed to becoming the first climate-neutral bloc in the world by 2050. Learn which regulations will support this transition.
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Financial Services Firms Can Earn Trust With A Real Commitment To Sustainability
Financial services firms that embrace sustainable business models have an opportunity to win over values-based customers.
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How COVID-19 Forced Wealth Managers To Become More Hybrid
The Pandemic Signaled A Shift To Hybrid Sales And Service Models 2020 was a year of reckoning as face-to-face interactions disappeared and demand for digital engagement skyrocketed. This compelled wealth management firms to accelerate their digital transformations and upgrade their sales, service, and advisory capabilities. Over the past 12 months, the model approach has permanently […]
Blog
Building A Private Bank For The Next Generation
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 […]
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The Road To Sustainable Finance Will Be Long And Thorny
Tariq Fancy — BlackRock’s former chief investment officer of sustainable investing — caused an uproar recently when he denounced sustainable investing as just “marketing hype” and “PR spin.” Well, the spin is clearly working, with Morningstar announcing record inflows into sustainable funds in Q4 2020. Financial services firms have a large role to play in […]
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 […]
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 […]
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。
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 […]
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 […]
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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