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  Webinar Wealth Management Predictions 2021

  Firms Embrace Digital To Thrive

  January 14, 2021 | Vijay Raghavan, David Hoffman

  We will remember 2020 for COVID-19: The pandemic permanently changed the ways customers seek advice and how financial advisors dispense it. As the lockdown began, consumers did not have access to a...

• Report Forrester Infographic: Understanding Today’s Chinese Investors

  January 7, 2021 | Meng Liu, Vijay Raghavan

  Wealth management firms commonly segment their clients by investable assets. But this is not enough to help these firms decide on new products and services or optimize customer engagement models....

• Report Forrester Infographic: Understanding Today's Singaporean Investors

  December 29, 2020 | Tom Mouhsian, Vijay Raghavan

  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....

• Report The Forrester Digital Experience Review™: US Investing Websites, Q4 2020

  Fidelity Leads With A Breadth Of Functionality, While TD Ameritrade Delivers A Strong User Experience

  December 29, 2020 | Vijay Raghavan, David Truog

  Investment firms' websites have become hubs for their clients' investing activities and financial planning decisions. To gauge the ease and effectiveness of the experiences these websites offer, we...

• Blog Distinguish Hot From Hype In Wealth Management Tech Investments In 2021

  November 23, 2020 | Vijay Raghavan

  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...

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

  November 13, 2020 | Vijay Raghavan

  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...

• Blog Predictions 2021: Wealth Management Firms Embrace Digital To Thrive

  October 21, 2020 | Vijay Raghavan

  We will remember 2020 for COVID-19, how it permanently changed the ways customers seek advice, and how financial advisors dispense it. As the lockdown began, consumers did not have access to a...

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  Webinar What's Hot And What's Not In Wealth Management Tech For 2020

  October 14, 2020 | Vijay Raghavan

  In the highly competitive world of wealth management, financial services must invest in tech initiatives that will differentiate them, drive revenue growth, and keep their customers and financial...

• Blog Three Insights From The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

  April 20, 2020 | Vijay Raghavan

  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...

• Report Investing Website Best Practices For 2020

  Apply Lessons Learned From The Q4 2019 Forrester Investing Wave™

  April 15, 2020 | Jennifer Wise, Vijay Raghavan

  The website is the dominant digital touchpoint for US investors, so it's critical for digital leaders at investment firms to elevate their web experiences to win, serve, and retain their investors....

• Blog COVID-19 Tests Wealth Management Firms In Three Critical Areas

  March 26, 2020 | Vijay Raghavan

  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;...

• Report The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

  The 13 Providers That Matter Most And How They Stack Up

  March 26, 2020 | Vijay Raghavan

  In our 26-criterion evaluation of digital wealth management providers, we identified the 13 most significant ones — Avaloq, Backbase, CGI, CREALOGIX, EdgeVerve Systems, Finantix, Intellect Design...

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  Webinar Optimize Your Investing Website To Help Customers Successfully Manage And Monitor Their Investments

  March 9, 2020 | Vijay Raghavan, Jennifer Wise

  The website is the dominant digital touchpoint for US investors, so digital leaders at investment firms must elevate their web experiences to win, serve, and retain their customers. To see how...

• Report The Future Of Work In Wealth Management

  Routine Compliance And Office Management Tasks Give Way To Deeper Client Relationships And Digital Skills

  March 2, 2020 | Vijay Raghavan, J. P. Gownder, August du Pont

  Digital technology can perform routine tasks such as data entry more effectively than humans and has freed up human workers to complete other, more complex tasks. Investment managers who find the...

• Blog Morgan Stanley Grows Its Brokerage Business With E-TRADE Acquisition

  February 20, 2020 | Vijay Raghavan

  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...

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  Webinar Predictions 2020: Wealth Management

  January 28, 2020 | Oliwia Berdak, Vijay Raghavan

  Wealth and asset management is in flux, with regulatory pressure, the rise of passive funds, an influx of fintech such as robo-advisors, and low bond yields challenging revenues of many incumbent...

• Report The Forrester Investing Wave™: US Websites, Q4 2019

  Firms Must Optimize Their Site's Functionality And Experience Design To Help Investors Access Information

  December 12, 2019 | Vijay Raghavan, Jennifer Wise

  The website is the dominant digital touchpoint for US investors, so digital leaders at investment firms must elevate their web experiences to win, serve, and retain their customers. To see how...

• Report The Impact Of Emerging Technology In 2030 On mCommerce Experiences In Wealth Management

  December 4, 2019 | Vijay Raghavan, Oliwia Berdak, Julie Ask

  Future wealth management services will be more natural, personalized, and contextually relevant. Mobile experiences in wealth management will be fueled by emerging technologies and customer-focused...

• Blog Charles Schwab’s Acquisition Of TD Ameritrade Spells Further Consolidation In The Brokerage Industry

  November 22, 2019 | Vijay Raghavan

  Schwab Started A Price War, Injuring Its Competitors In The Process, And Is Now Trying To Buy One Of Them For $26 Billion Charles Schwab is in advanced talks to buy TD Ameritrade for $26 billion,...

• Blog Digital Wealth Management Platforms Improve CX And Financial Advisor Productivity

  November 19, 2019 | Vijay Raghavan

  Wealth and investment management firms want to leverage digital technologies to improve customer experience (CX) across touchpoints and raise the productivity of their advisors. A digitized...

• Report Now Tech: Digital Wealth Management Platforms, Q4 2019

  Forrester's Overview Of 24 Digital Wealth Management Platform Providers

  November 14, 2019 | Vijay Raghavan

  You can use digital wealth management platforms to improve investor experience, increase financial advisor productivity, drive profitability, and bring next-gen capabilities to your financial...

• Report Predictions 2020: Wealth Management

  Wealth And Investment Firms Will Get Creative To Protect Their Revenues

  November 5, 2019 | Vijay Raghavan, Zhi-Ying Barry, Alyson Clarke

  Wealth and investment firms are buffeted by forces largely beyond their control. In 2020, as fears over the end of the equity bull market and climate-change-related risks reach a peak, executives...

• Blog Zero Trading Fees Are Here — So Are Significant Market Cap Losses

  October 4, 2019 | Vijay Raghavan

  The bottom line: While this appears to be a typical price war among industry incumbents, what we’re seeing is a broader fight for trading volume and relevance started by digital disruptor...

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  Webinar Understanding Today's US Investors: Are Your Customers Delegators, Validators, Self-Directed, Or Disengaged Investors?

  October 2, 2019 | Vijay Raghavan

  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....

• Report The US Investment Firm Customer Experience Index, 2019

  How US Brokerage And Investment Firms Earn Loyalty With The Quality Of Their Experience

  September 27, 2019 | Vijay Raghavan, August du Pont

  How well do leading brokerages and investment firms earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of 23 investment brands that were...