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Wealth Management Subscription
We study the changing face of the relationship among asset managers, financial advisors and individual investors as well as the impact of new technology on the wealth management process.
Our independent third-party analyses form the basis for senior sell-side management to benchmark their client businesses, identify revenue opportunities, assess service quality, and optimize allocation of resources.
Top Market Structure Trends to Watch in 2024
Greenwich Report
Coalition Greenwich examines 10 of the biggest market structure trends they will be watching in the new year.
Trading Technology Unveiled
Greenwich Report
Trading technology is crucial for asset managers, who face decisions about trading workflows and rely on providers offering exceptional performance and customer service.
The Future of Digital Content in Institutional Investing
Greenwich Report
Sixty-seven percent of institutional investors told us that hybrid working has driven them to use social media more than they had pre-pandemic.
Wealth Management Firms Set Technology Priorities for 2023
Greenwich Report
The technology investments wealth management firms make today will play a big role in determining their ability to support financial advisors in their efforts to win clients and retain assets in the future.
Understanding the Structure and Opportunity of Retail Bond Trading
Greenwich Report
There are both macroeconomic and market structure reasons why retail investors haven’t held bonds over the past decade.
Top Market Structure Trends to Watch in 2023
Greenwich Report
The past year has been one of both transition and preparation, paving the way for 2023 to be a year of regulatory implementation and acceptance that current market conditions are the new baseline.
The search for yield and an abundance of fast-growing startups have left even mass-market investors clamoring for the opportunity to invest in private companies.
Retail Investors Want Crypto, but Advisors Face Roadblocks
Greenwich Report
Recent Coalition Greenwich research found that two-thirds of financial advisors in the U.S. had discussed crypto and/or digital assets with their customers in the past year, but for the vast majority of advisors those discussions have not led to...