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

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.
Blog

Understanding Investors In China’s Greater Bay Area

Meng Liu April 21, 2022
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 […]

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Join us for Predictions 2023 Live to learn how to focus your priorities for success in the year ahead.

Blog

Some Research Themes For Financial Services In 2022 (Plus A Survey You Can Take To Help)

Peter Wannemacher March 22, 2022
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

Ryan Skinner January 14, 2022
European investors are changing. Understand their investment research behaviors to better serve and support them.
Video

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

Vijay Raghavan November 17, 2021

Blog

APAC Countries Look To Strengthen Sustainable Finance Regulations

Diane Deng October 12, 2021
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.
Blog

The European Union’s Sustainable Finance Regulation Jigsaw Is Almost Complete

Oliwia Berdak October 11, 2021
The EU has committed to becoming the first climate-neutral bloc in the world by 2050. Learn which regulations will support this transition.

Tackle 2023 With Bold Action & Clear Focus

Get our Predictions 2023 Guide to see the 12 big-impact dynamics that leaders will have to navigate in the coming year.

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Financial Services Firms Can Earn Trust With A Real Commitment To Sustainability

Oliwia Berdak August 3, 2021
Financial services firms that embrace sustainable business models have an opportunity to win over values-based customers.
Blog

How COVID-19 Forced Wealth Managers To Become More Hybrid

Tom Mouhsian July 1, 2021
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

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 […]
Blog

The Road To Sustainable Finance Will Be Long And Thorny

Oliwia Berdak March 29, 2021
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

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 […]
Blog

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 […]
Blog

解密中国当代投资者画像

Meng Liu January 27, 2021
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

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 […]
Blog

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.
Research Collection

Finserv Leaders Must Keep Sight Of The Big Picture In The Midst Of The Pandemic

David Hoffman August 5, 2020
As the COVID-19 pandemic shifts both geographically and in intensity, changes in consumers’ behaviors present financial services companies with new problems and new opportunities. The near-term impact will change the ways these companies interact with their customers, manage their employees, and respond to the market environment.
Blog

Rethinking Sustainability In The Middle Of A Pandemic

Oliwia Berdak August 5, 2020
2020 has been a year of reckoning. Sustainability is now a business necessity, not just a differentiator. Finance and technology have important roles to play.
Blog

Beneficiary Experience: The Big Retention Opportunity Missed By Financial Services Firms

Ellen Carney June 22, 2020
Many financial services firms are missing out on a big opportunity to win, serve, and retain customers: the beneficiary experience.
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