what we offer

Wealth Management

The Wealth Management practice provides ongoing insights into the global business, technology, and regulatory trends impacting wealth management firms, their financial advisors, and their clients, empowering them to remain on the forefront of change. The practice serves a diverse client base, including global universal banks, broker-dealers, insurance companies, asset managers, independent advisors, technology vendors, and professional services firms.   

“Datos Insights has been a key to any analysis on our industry and products/services. One of the best things about dealing with Datos Insights is that they make themselves available to discuss issues/topics.”

Key Coverage Areas

Recent Research

U.K. Wealth Managers’ AI and Machine Learning Prioritization

The AI revolution is here for wealth management.

U.K. Wealth Managers’ Engagement With AI

Financial institutions should align their GenAI efforts with their existing digital and AI strategies.

Top 10 Trends in Wealth Management, 2024: It’s All About the Execution

Wealth managers will have to navigate significant potential channel markers in the coming year.

The 2023 Impact Awards in Wealth Management

Technology allows wealth managers to deliver value to clients and the advisors who serve them.

Wealth Management Fintech Spotlight: Retirement Planning Vendors

Advisors have more choices than ever when it comes to digitizing their retirement planning process.

Canadian Wealth Managers’ Engagement With AI

Virtually every wealth management technology aligns in one way or another with GenAI.

Balance Sheets of American Investors, 2023: An Analysis of the Survey of Consumer Finance

Debt is a significant pain point for less affluent households.

Wealth Managers’ Engagement With AI: A Deeper Dive

All wealth managers have a long road ahead to reach GenAI integration.

Accelerating Generative AI Into Wealth Management

Financial institutions need to understand the models and risks associated with GenAI.

New Realities in Wealth Management: Swimming Against an Ebbing Tide

The market turbulence of 2022 may have acted as an inflection point for several market segments.

Examining the Financial Planning Status Quo: Where Do We Go From Here?

Financial planning can form the foundation for building dialogue and loyalty with clients.

Robo’s Next Step: The Rise of the Digital Financial Wellness Platform

Robo-advice has shifted toward what could be called digital financial wellness.

When Banks Dial Back Lending: Wealth Managers Have Solutions to Fill the Gap

Banks have tightened access to credit, but wealth managers have solutions that facilitate client liquidity.

Aite Matrix: RIA Portfolio Management and Reporting Systems

An estimated US$1.4 billion will be spent in 2023 on the advisor portfolio management and reporting systems market.

Longevity Planning in Wealth Management: Decumulation Conundrum

The life span vs. health span vs. wealth span conversation is getting louder.