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
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 […]
Predictions 2022 Live
Chart a bold path to success in 2022. Hear our predictions for the year ahead.
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.
Blog
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.
Blog
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.
European Predictions 2022
Visit our resource hub to discover the key trends impacting European businesses in 2022.
Blog
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 […]
Blog
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 […]
See the future and gain a competitive advantage for 2022
Discover 12 trends our research reveals will matter most this year. Download our Predictions 2022 Guide.
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.
Research Collection
Finserv Leaders Must Keep Sight Of The Big Picture In The Midst Of The Pandemic
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
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
Many financial services firms are missing out on a big opportunity to win, serve, and retain customers: the beneficiary experience.
Blog
The Effect Of COVID-19 On Canadians’ Financial Well-Being
Even before the COVID-19 outbreak, our research showed that Canadian consumers were facing multiple financial challenges and were worried about their financial situation. To see how the pandemic was impacting consumer finances and behaviors, we surveyed 1,119 Canadian online adults in April 10–15, 2020 and found that Canadians: Are already feeling the impact of COVID-19 […]
More posts