Featured Analyst

William Trout William Trout Senior Analyst Senior Analyst Securities & Investments Securities & Investments Full bio and Reports All Analysts
August 25, 2014
The emergence of digital technology and a post-Baby Boomer generation of investors have unsettled the dynamics of the wealth management business. Traditional providers of financial advice must change the way they do business or face radical...

Featured Analyst

Isabella Fonseca Isabella Fonseca Research Director Research Director Wealth Management, Global Financial Services, Securities & Investments Wealth Management, Global Financial Services, Securities & Investments Full bio and Reports All Analysts
August 22, 2014
Celent’s survey of US and UK customer tested potential messages that firms might provide to their customers, leveraging personal data and analytics. Importantly, the results show that most people don’t like receiving messages that implied firms...

Featured Analyst

Isabella Fonseca Isabella Fonseca Research Director Research Director Wealth Management, Global Financial Services, Securities & Investments Wealth Management, Global Financial Services, Securities & Investments Full bio and Reports All Analysts
August 20, 2014
In the next 18–24 months, the inherent tension between technology as a tool for advisors and technology as a disruptive force will be greater than ever. Firms must seriously assess how to position advisors and offer new services, and to best deploy...
August 19, 2014
The Chinese insurance industry is one of the largest in the world and is growing fast. It is also an industry undergoing immense change, driven by economic growth, consumer demand and an active regulator. C-ROSS is the Chinese equivalent of Solvency...

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June 10, 2014
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May 29, 2014

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