Staying on Top of Wealth Management Trends with Monthly Monitors
Each client is interested in tracking competitor developments, HNW/UHNW/Mass Affluent investors & behaviors, market trends, products (i.e., ESG, direct indexing, fractional shares, crypto, etc.), advisor insights, and external forces – such as inflation and recession – influencing the market.
In addition, each client organization has different priorities, main competitors, customer segmentations, and specific areas of interest, so Big Village customizes our coverage & analysis to each client’s needs.
What We Do:
Big Village leverages a blend of proprietary content sources, including news aggregation databases, equity research reports from Wall Street investment houses, and transcripts from investor presentations, earnings calls, and conference presentations where company executives will often discuss wealth management developments.
Big Village also subscribes to industry sources that report on wealth management trends & developments such as High Net Worth Journal, InvestmentNews, Financial Planning, Financial Advisor IQ, and Ignites, as well as monitor trade sources such as ThinkAdvisor, AdvisorHub, Wealth Management, and Wealth Briefing to gain additional insights.
The Result:
Big Village partners with one of the two clients to produce a monthly monitor tracking wealth management market developments at a higher level – including a debrief call to review & edit the contents, while the other monitor is more in-depth and is on a bi-monthly schedule.
Both monitors took on even more importance when the Covid-19 pandemic disrupted the status-quo.
Our clients were able to monitor developments as investors changed behaviors, shifted to digital, and new asset classes. like cryptocurrencies and NFTs, emerged and roiled both the markets & advisors. Our clients were able to keep tabs on their competitors as they adapted to the new realities caused by the pandemic.