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Financial Planning Research Roundup: September 2021

Cara Woodland October 4, 2021

Financial planning research september 2021

While the global pandemic dominates today’s headlines, other major trends are accelerating innovation in financial advice. A new generation of investors, crypto assets becoming commercially viable, the expansion of philanthropic advice, and continued regulatory change all shape the future of our industry.

1. The New State of Advice – Accenture

Financial advice is changing, driven by a whirlwind of different trends. A new generation of investors with a whole new agenda is redefining the way advice is delivered, and financial professionals have the opportunity to expand their services into markets that were never before addressable. Learn more about the future of financial advice here.

2. Digital Assets Going Mainstream: Opportunities for Financial Institutions – Oliver Wyman

Immature tech stacks, regulatory uncertainty, and limited commercial value have limited the growth of crypto asset opportunities among established financial institutions, according to Oliver Wyman. That’s about to change as they see a maturing market and tech infrastructure, as well as commercial viability, as ripe opportunities in the near future. Access their recent report on digital assets here.

3. The Cerulli Edge U.S. Advisor Edition: Taxes and Regulations Issue – Cerulli Associates

Cerulli says changes in Washington present opportunities for financial professionals. From the SECURE Act 2.0 being debated in Congress to the SEC’s new marketing rule permitting the use of testimonials, there’s plenty of regulatory changes promising benefits to financial professionals. Access their report about key regulations and tax changes here.

4. Expanding Delivery of Philanthropic Advisory Across Wealth Management – Aite Novarica

Historically, there hasn’t been much room in the financial services industry for philanthropic advice. This is rapidly changing as savvy firms find ways to donate advice to those who can not be profitably served but need financial guidance nonetheless. This is particularly valuable, they point out, for firms hoping to attract young talent. Access the report here.

For more on philanthropic advice, be sure to catch us at the 2021 eMoney Summit! And stay tuned for next month’s financial planning research roundup.

DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Those seeking professional advice may do so by consulting with a professional advisor. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

About the Author

Cara Woodland is the Director of User Experience Research at eMoney. She helps the organization understand the wealth, financial advisor and financial technology marketplace in order help them be more customer centric in their decision making. She focuses on research related to customer experience, marketing, branding, new products and competitive intelligence. Prior to joining eMoney Advisor, Cara spent over 10 years consulting with Fortune 500 companies in market research, innovation and product development. In addition, she also has practical client-side experience within the finance and banking industry in developing marketing, front-end innovation and customer engagement programs. Cara graduated with a degree in Marketing Management from Virginia Tech and is a Certified Financial Marketing Professional. In addition, she is a frequent speaker and author on the topics of innovation, market research, creativity, communication and marketing strategy for colleges, professional associations and corporations.

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Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.