March 2, 2015
For years, the Unified Managed Household account (UMH) has been the Holy Grail of the wealth management business, despite the technological and legacy issues that have made its realization a quixotic task. Celent believes sponsors and vendors must...
February 23, 2015
As weak volumes, heavy competition, and constantly evolving regulations continue to impact firms in the Securities & Investments industry, Celent urges them to review and alter their business and technology strategies with a long-term vision in...
February 12, 2015
As industrialization dynamics around risk technology and operations gathers momentum, Celent urges firms to sustain a current trajectory to establish strategic foundations to enable growth, not merely to tactically address regulatory change. Risk...
January 29, 2015
Celent conducted a study of the US online brokerage industry, focusing on the self-directed market and identifying major trends and developments for trading activity, core capabilities and differentiators, and brokerage technology. This report, The...
March 11, 2015
March 23, 2015
April 2, 2015
Celent In The News
Turkey stock exchange to go public in bid to jump-start equity market
March 2, 2015
JPMorgan plans branch closures amid switch to mobile apps
February 25, 2015
Wells Fargo Holds Fast to Branches, Ties Them to Digital Channel
February 24, 2015