Featured Analyst

William Trout William Trout Senior Analyst Senior Analyst Securities & Investments Securities & Investments Full bio and Reports All Analysts
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...

Featured Analyst

Arin Ray Arin Ray Analyst Analyst Global Financial Services, Securities & Investments Global Financial Services, Securities & Investments Full bio and Reports All Analysts
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...

Featured Analyst

Cubillas Ding Cubillas Ding Research Director Research Director Finance And Risk, Global Financial Services, Securities & Investments Finance And Risk, Global Financial Services, Securities & Investments Full bio and Reports All Analysts
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...

Featured Analyst

Ashley Globerman Isabella Fonseca Research Director Analyst Wealth Management, Global Financial Services, Securities & Investments Securities & Investments Full bio and Reports All Analysts
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...

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