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Thoughts on the tie-up between micro #investments pioneer Acorns and UK #financialwellness and #payments platforms GoHenry and Pixpay, c/o WealthManagement.com #personalfinance #savings #investments #fintech #partnerships #cash…lnkd.in/gVhgX7gp lnkd.in/g6bdiYxP

Tax-managed portfolio transitions lend themselves to a number of use cases: a change in #investments strategy, shift of assets from a #brokerdealer platform to a fee-based model, new client #onboarding. But what are tactical considerations the advisor mus…lnkd.in/gNxGn3UZ

#OCIO is no longer just for institutions as RIAs turn to #investments #outsourcing as a way to scale. Thoughts c/o Brown Advisory Capital Wealth Planning, LLC Renaissance Investment Advisors Seizert Capital Partners Spyglass Cap…lnkd.in/gAP_Wf7j lnkd.in/gWSUMnEG

I'm excited to welcome new analyst Disha Bheda to the Javelin Strategy & Research Digital Wealth team. She will play a driving role in helping us leverage our world-class survey capabilities for both our Advisor- and Investor-focus…lnkd.in/gvcanFCA lnkd.in/gh7D5m3y

Javelin Strategy & Research data indicates that #directindexing is often presented by advisors up-front in the client relationship, as they have little desire to jeopardize an existing relationship. As I note in my recent report, Tax-Managed Portfolio T…lnkd.in/ggJPv_34

Thoughts on the remarkable Altruist #capitalraise c/o Oisin Breen in RIABiz.com. #custody #platform #RIA #fractionalshares #digital #fintech #research #strategy Tim Welsh Andrew Besheer Scott Smith Marty Bicknell…lnkd.in/g9WG6r-2 lnkd.in/gcziXqGh

Check out the latest report from our Javelin Strategy & Research Digital Wealth #Investor practice. As discussed, affluent, self-directed investors (many of whom are also advised) represent an attractive target for wealth managers. #Banks, #RIAs and #bro…lnkd.in/gSMYpuv7

As a longtime judge of the technology awards, I can say that the firms submitting their candidacies for this year’s Family Wealth Awards were particularly strong. Here’s a sampling of the contenders: Rockefeller Capital Management…lnkd.in/gz5DRPuq lnkd.in/g5BpnFXw

The #RIA #custody wars heat up as Altruist, TradePMR, Envestnet, Inc, SEI, Goldman Sachs, LPL Financial and other challengers take aim at Charles Schwab's huge lead. Will they get wary #advisors to switch? Thoughts from Oisin Br…lnkd.in/gsp-NUSF lnkd.in/eqc__ht

Great to see Adam Boyer of event sponsor LSEG (London Stock Exchange Group) and other old friends at the Clearview Publishing #FamilyWealthReport Awards last week in NYC. Congratulations to Bank of America and all other winners, including Anchin Willow St…lnkd.in/ggqZadi2

#GenerativeAI and implications for advisor workflow. Thoughts c/o WealthManagement.com #ChatGPT #machinelearning #AI #chat #instantmessaging #clientcommunication Morgan Stanley Morningstar Hearsay Systems Nitrogen FMG Javelin…lnkd.in/gzNEX9kE lnkd.in/gWdUMsRe

Thoughts on direct indexing, advisor pushback, and the battle for RIA #custody c/o Sam Del Rowe in Financial Advisor IQ. Charles Schwab Fidelity Investments BNY Mellon | Pershing Altruist TradePMR Envestnet, Inc Interactive Broker…lnkd.in/e-EZtAKy lnkd.in/eRcVbM9w

In a volatile market environment, tools that help #investors manage #spending are critical to successful #planning and #saving. Thoughts c/o WealthManagement.com. Income Lab Johnny Poulsen Greg O'Gara #retirementplanning #finan…lnkd.in/gwpXJa85 lnkd.in/gXRjwWnN

Partnerships and M&A are the rage in the #RIA space as challenger custodians like TradePMR look to #SMA to try to take market share Fidelity Investments, BNY Mellon | Pershing and Charles Schwab. Thoughts c/o Davis Janowski in Weal…lnkd.in/gUjGr9-i lnkd.in/gPt3iBuj

I'm excited to release my report on #embedded taxtech, which draws on thought leadership from across the Javelin Strategy & Research footprint. We are seeing API-based vendors like Atomic, Argyle, Pinwheel plugging into embedded tax-filing apps like apr…lnkd.in/geexkRNP

The expansion of the iCapital Marketplace affirms the importance of the #RIA channel to the #alternatives business, and the need for traditionally hands-off asset managers to get closer to their buyers. Breaking down #fundraising…lnkd.in/gKezUK_E lnkd.in/g_X2rsJF

Expanding our Javelin Strategy & Research consumer survey capabilities has allowed us to perform deep-dives on specific demographic segments for the benefit of our #wealthmanagement and #assetmanagement clientele. Here we provide a deep dive on the finan…lnkd.in/gBEex69P

Adoption of digital tax-filing platforms among tech-savvy, self-directed investors continues to rise in the wake of the pandemic, according to recent Javelin Strategy & Research survey data. Incumbents like #TurboTax face headwinds from Internal Revenue S…lnkd.in/dijczmSY

#Crypto like any other asset class? First #edx tie up with Charles Schwab, now bitcoin-enabled #Wealthscape. Fidelity Investments moves to put #cryptocurrency investing via #managed accounts into the hands of #financialadvisors. Th…lnkd.in/gAQFG_T4 lnkd.in/geubyjuu

I'm thrilled to announce that our Javelin Strategy & Research landscape analysis of providers of turnkey #CRM systems for #RIAs has been released. Earlier this year we sent an RFI to 7 CRM platforms claiming turnkey deployment capabilities for independent…lnkd.in/e-35Gzjh