Forecasts
| JUN 1, 2021
Forecasts
| JUN 1, 2021
Forecasts
| JUN 1, 2021
Report
| JAN 12, 2022
Services include financial planning, tax strategy, retirement planning, and investment management. High- and ultra-high-net-worth individuals (HNWIs and UHNWIs) are two lucrative demographics for wealth managers due to their investable assets.
Report
| FEB 16, 2022
Ranks of new customers are dwindling, jeopardizing US robo-advisors' ability to attract new wealth. This report details how robo-advisors can expand into new products and services to boost customer acquisition and revenues.
Audio
| APR 25, 2022
Learn about how digital brokerages are changing and what's going on in the robo-advisor space. "In Other News," we discuss how banks should address personalization and how digital engagement with wealth management is changing. Tune in to the discussion with our analyst Michael Tattersall.
Article
| SEP 24, 2021
A financial planning platform for students will offer valuable tools to 17- to 24-year-olds and may win their long-term loyalty and retention.
Forecasts
| JUN 1, 2021
Forecasts
| JUN 1, 2021
Forecasts
| JUN 1, 2021
Article
| DEC 1, 2021
Despite app satisfaction growth, wealth managers trail banks’ and insurers’ satisfaction scores—but access to advisors and education could help them make up ground.
Article
| APR 7, 2022
Neo Financial will offer regular investors exposure to cryptos, real estate, and hedge-fund style approaches.
Article
| APR 29, 2022
Report
| FEB 10, 2022
Banks face growing pressure from shareholders and customers to take more action on sustainability. While transitioning to a greener business model will be challenging, banks have a plethora of strategies to choose from.
Report
| MAR 15, 2022
US digital brokerages’ new user growth ticked up from 2019 to 2021. But growth will nosedive in 2022 and 2023, forcing digital brokerages to find new revenue growth strategies.
Article
| MAY 10, 2022
Across generations, retirement is the No. 1 investing goal in the US. That said, Gen Z is far more likely to focus on getting rich or learning to invest than older age groups. While 81% of baby boomer investors have their eye on retirement—no surprise as they approach that milestone—just 35% of Gen Z investors consider it their main priority.
Article
| MAR 29, 2022
The majority of US consumers are shouldering loan debt, with 61.1% holding one or more loan accounts with an outstanding balance. The most common types of accounts to have an outstanding balance are mortgages (33.3%) and auto loans (31.0%).
Article
| MAR 29, 2022
Despite the record-setting value and amount of venture capital deals for fintechs last year, momentum stalled during Q4. In Q1, investors appear more selective.
Report
| DEC 6, 2021
Spurred by shifts in customer expectations, incumbents will race to personalize services and enhance distribution strategies. Fintechs will focus their attention on tapping opportunities that first emerged in 2021.
Report
| DEC 10, 2021
As banking companies focus on meeting heightened consumer expectations for personalized experiences, 2022 may be another record-breaking year. These players will need to weigh partnerships with encroaching Big Tech competitors.
Article
| JAN 26, 2022
The news: The Universities Superannuation Scheme’s (USS) investment management arm announced £5 billion ($6.4 billion) of its £82 billion ($110.62 billion) assets under management (AUM) will now have a climate tilt. The USS is the UK’s largest private pension scheme, provided by staff of UK higher education institutions.
Article
| MAR 24, 2022
In the US, higher-income millennials are more likely to own cryptocurrency than their lower-earning peers. Some 61% of those making at least six figures per year own crypto, while just 25% of those earning less than $50,000 hold Bitcoin or the like. Gender plays a role as well—half of millennial men hold these digital currencies, while only one-fifth of women in that age group do so.
Article
| MAR 21, 2022
Chainalysis recommended steps for fighting sanctions evasion and long-term measures to revamp how the government addresses crypto-related crime.
Report
| MAR 31, 2021
Insider Intelligence’s definition of wealth management encompasses services designed to grow, protect, and pass on a client’s wealth—such as financial planning, tax strategy, retirement planning, and investment management.
Chart
| APR 12, 2022