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  • Report The Race To Zero Fees In Investment Management

    Investment Management Firms Need To Differentiate Beyond Price To Win And Retain Investors
    March 6, 2019 | Vijay Raghavan

    Investing in stocks has never been cheaper for US investors: Startups such as Robinhood and incumbents like Fidelity and J.P. Morgan are shaking up investing by offering stock and mutual-fund...

  • Report Accelerate Financial Advisor Productivity With These Technology Building Blocks

    Adopt These Technologies To Solve Advisor Pain Points And Drive Better Investor Experiences
    January 16, 2019 | Vijay Raghavan

    Digital technologies are transforming how financial advisors do their jobs and the types of advice they provide to clients. Powered by these same technologies, fintech startups are threatening...

  • Report Customer Advocacy 2018: How Advocating For Customers Helps Financial Firms Drive Loyalty

    US Customers Rate Their Banks, Credit Card Providers, Insurers, And Wealth Management Firms On Advocacy And Future Purchase Intent
    December 24, 2018 | Alyson Clarke

    Customer advocacy — customers' perception that a firm does what's best for them, not just what's best for the firm's own bottom line — is a key driver of loyalty and future purchase intent at...

  • Report Predictions 2019: Financial Services

    Financial Firms Focus On Operational Efficiency As They Prepare For A Downturn
    November 7, 2018 | Benjamin Ensor

    This brief outlines Forrester's predictions for the financial services industry in 2019. Volatile politics brings economic uncertainty, while trade wars or other shocks threaten recession in major...

  • Report North American Wealth Management Firms Must Embrace Digital To Stay Relevant

    Digital Technology Brings New Opportunities And Threats To Wealth Management
    September 19, 2018 | Vijay Raghavan

    There are multiple forces and innovations changing how Americans and Canadians invest in the stock market. Powered by digital technology, the wealth management industry is transforming to meet the...

  • Report The Forrester Investing Wave™: US Mobile Apps, Q1 2018

    Mobile Investing Apps Underwhelm With Poor Usability And Lack Of Guidance, Undermining Strong Transactional Features
    January 16, 2018 | Davis Janowski, Jennifer Wise

    Mobile apps have become integral to consumers, who turn to them to manage their everyday lives — including their financial well-being. To see how helpful investing apps are to customers, we...

  • Report Customer Advocacy 2017: How Advocating For Customers Helps Financial Firms Drive Loyalty

    US Customers Rate Their Banks, Credit Card Providers, Insurers, And Wealth Management Firms On Advocacy And Future Purchase Intent
    January 3, 2018 | Alyson Clarke, Mike Chirokas

    Customer advocacy — customers' perception that a firm does what's best for them, not just what's best for the firm's own bottom line — is a key driver of loyalty and future purchase intent at...

  • Report Investment Management Apps Are Failing Mainstream, Younger US Investors

    Incumbents Risk Losing Millennial Investors Over Lack Of Comprehensive Financial Guidance In Mobile Offerings
    December 26, 2017 | Davis Janowski

    Many traditional investment management firms have felt little pressure to develop their mobile apps to include holistic advice features. This makes sense to a point: Incumbent firms' best clients...

  • Report Best Practices In US Mobile Investing Functionality

    The Industry Has Far To Go To Meet The Holistic Needs Of Younger Investors
    December 7, 2017 | Davis Janowski

    With expectations rising and substantial business at stake in landing and retaining 87 million US Millennial investors, digital wealth management teams know they need to improve their portfolios of...

  • Report Trends 2018: Australian Digital Wealth Management

    Digital Technology Brings New Opportunities To Wealth Management
    November 29, 2017 | Zhi-Ying Barry

    Australian wealth management firms face a host of challenges in 2018. Only those that transform themselves digitally and improve their customer experience can survive and thrive in this challenging...

  • Report Adoption Of Automated Investment Services Remains Low

    To Tap Into The Potential Of Automated Investment Services, Digital Wealth Management Leaders Need To Overcome Barriers
    September 8, 2017 | Zhi-Ying Barry

    The launch of automated investment services by Bank of America, Capital One, China Merchants Bank, OCBC Bank, Ping An Bank, and Wells Fargo is piquing executives' interest. While we expect other...

  • Report Use The DOL Fiduciary Rule As A Catalyst For Transformation

    Let The Change It Represents Be A Catalyst For Digital Transformation
    April 10, 2017 | Davis Janowski

    Originally slated for April 10, 2017, the US Department of Labor's conflict of interest fiduciary rule has been delayed and is now scheduled to go into effect on June 9. Executives in the US wealth...