Celent
  • Contact us
  • Sign in
  • Register
  • Our insights
  • VendorMatch
  • Our people
  • Industry Events
  • Awards
  • About us

Securities & Investments blog

Securities & Investments blog from Celent
Saved searches
Saved searches
Special Focus
Special Focus
clear selected done
Industry or Business Focus
Filter research by industry classification or operational area. Click show all to increase search granularity.
Industry or Business Focus
Sector
Operation
Make a selection on the left to see more options
clear selected done
Insight Format
Insight Format
clear selected done
Content Type
Content Type
clear selected done
Geographic Focus
Filters for a focus or relevance to a particular region.
Geographic Focus
clear selected done
Year Published
Search sorts the results in order of most closely matching the search criteria. Items that match fewer clauses are ranked lower. The order is then chronological. Newer reports matching part of the search criteria are therefore ranked under older reports matching all the criteria. You can use this filter to ensure you are seeing only our latest content.
Year Published
clear selected done
  • Accepting Submissions for Celent's 2021 Model Wealth Manager Awards Program!
    Accepting Submissions for Celent's 2021 Model Wealth Manager Awards Program! 29 July 2020 Blog Ashley Longabaugh
    The submissions window continues to be open for Celent's 2021 Model Wealth Manager Awards Program and we are eager to learn about your innovativ…
  • Self-Directed Investing in 2020
    Self-Directed Investing in 2020 13 July 2020 Blog Ashley Longabaugh
    In my upcoming report series on the self-directed brokerage market, I explore the tectonic shifts that have occurred in the retail brokerage mar…
  • Recap of Model Award Programs 2020
    Recap of Model Award Programs 2020 28 June 2020 Blog Eiichiro Yanagawa
    Experience Celent's Flagship Event in Japanese: I&I Day Online Everyone involved with financial technology knows that flexibility is paramount…
  • The Emergence of the Research Management Systems (RMS) in Japan
    The Emergence of the Research Management Systems (RMS) in Japan 28 June 2020 Blog Eiichiro Yanagawa
    The re-emergence of RMS will be the nerve center for capital markets players amid post-pandemic uncertainty. Now is the time to maximize emergin…
  • How Financial Firms Must Adapt to the COVID-19 Era
    How Financial Firms Must Adapt to the COVID-19 Era 18 June 2020 Blog Daniel W. Latimore
    How have technology priorities changed within financial services as a result of the COVID-19 pandemic? It’s easy to assume that financial instit…
  • Wealth Management Outsourcing: Flash Briefing
    Wealth Management Outsourcing: Flash Briefing 3 June 2020 Blog Neil Sheehan and William Trout
    Neil Sheehan and Will Trout discuss trends and COVID-19's impact on outsourcing for Wealth Managers.
  • COVID-19, the Impetus and Transference to Cloud: Finding the Right Cloud Model
    COVID-19, the Impetus and Transference to Cloud: Finding the Right Cloud Model 1 June 2020 Blog Ashley Longabaugh
    Artificial intelligence, cloud computing, blockchain and quantum computing are some of the pillars that form the “Fourth Industrial Revolution”.…
  • COVID-19 Impact on FIs’ IT Plans in Japan/ APAC
    COVID-19 Impact on FIs’ IT Plans in Japan/ APAC 31 May 2020 Blog Eiichiro Yanagawa
    In the transitional period from the unprecedented emergency to the new normal, the Japanese and APAC financial institutions have stepped up thei…
  • Tech-Driven Next-Gen Capital Market: Opening Platforms for the Greenfield
    Tech-Driven Next-Gen Capital Market: Opening Platforms for the Greenfield 27 May 2020 Blog Eiichiro Yanagawa
    The year 2020 has been a year of coming to grips with COVID-19. This new reality is prompting a fundamental rethinking of all aspects of life an…
  • Financial Planning and CRM tools are Free and you should try them (while you still can)
    Financial Planning and CRM tools are Free and you should try them (while you still can) 21 May 2020 Blog Awaad Aamir
    The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
  • Greenwashing of the ESG Industry: Using ML to Demystify ESG Fund Ratings
    Greenwashing of the ESG Industry: Using ML to Demystify ESG Fund Ratings 15 May 2020 Blog Ashley Longabaugh
    Environmental, Social, and Governance (“ESG”) investing has gained interest from all investor types, perhaps led by the millennial client, over…
  • Offerings and Technologies That are Enabling and Powering Data Science in Financial Institutions
    Offerings and Technologies That are Enabling and Powering Data Science in Financial Institutions 13 May 2020 Blog Cubillas Ding
    Celent recently released a body of COVID-19 response related resources and perspectives, and this includes my recent report pertaining to the ex…
  • 2020: A Year Like None Other
    2020: A Year Like None Other 29 April 2020 Blog Ashley Longabaugh
    This week I returned from maternity leave and one could say that the world is a very different place from when I went on leave in July 2019. Reg…
  • Lessons Learned from Celent’s I&I Day
    Lessons Learned from Celent’s I&I Day 21 April 2020 Blog Nick Bockh
    Celent’s Innovation & Insight (I&I) Day—a deep dive into key financial services technology themes and case studies—took on an entirely new forma…
  • Announcing Celent Model Wealth and Asset Manager 2020 Award Winners
    Announcing Celent Model Wealth and Asset Manager 2020 Award Winners 16 April 2020 Blog Neil Sheehan
    Today we are announcing the winners of Celent Model Wealth and Asset Manager 2020 Awards. Our annual Model Wealth and Asset Manager program was…
1Next ›
Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
  • Terms of use
  • Privacy policy
  • Cookie policy