Securities & Investments | Blogs

The future of digital assets is here June 18 2018 Blog John Dwyer
Coinbase is on track to operate as a regulated broker/dealer. Once approved, Coinbase will be able to offer blockchain-based securities, under th…
Featured Analyst: Neil Katkov June 14 2018 Blog Neil Katkov
Neil Katkov, a California native who lived in Japan for 20 years, oversees Celent’s Risk Management & Compliance segment, which covers all financ…
Digital for risk and compliance May 24 2018 Blog Cubillas Ding
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
The Hybrid Advice Market Rush: What solutions will advisors need? May 21 2018 Blog Kelley Byrnes
In the United States, the largest wealth managers, including JPM, UBS, and Merrill Lynch, are adding resources to strengthen and expand their hyb…
Kelley Byrnes - Featured Analyst May 15 2018 Blog Kelley Byrnes
Kelley Byrnes, a Wealth Management Analyst, has focused her research on the application of cross-industry technology, like APIs, NLG, NLP, and pr…
Innovation & Insight Day 2018 May 10 2018 Blog | Video
Every year we look forward to hosting Innovation and Insight (I&I) Day. We get to hear firsthand about firms who have achieved success with IT-re…
Launching our Inaugural Model Wealth Manager and Model Asset Manager Awards May 03 2018 Blog David Easthope
On April 24th, we were pleased to hold our annual Insight and Innovation day in Boston, where were presented insights and connected with clients…
Winners of the 2018 Model Asset Manager and Model Wealth Manager Awards April 24 2018 Blog
Celent recognizes 6 winners for the inaugural Model Asset Manager and Model Wealth Manager awards. In 2018 Celent introduced the Model Wealth Man…
Non-financial risk management and GRC April 19 2018 Blog Cubillas Ding
I was recently part of a large industry Risk and Compliance Summit in London, where I presented perspectives based on a recent study Celent execu…
Transforming Capital Markets with AI/ML and RPA April 19 2018 Blog David Easthope
I am looking forward to participating in a partner workshop panel at SIFMA’s Operations Conference & Exhibition this year in Phoenix on May 8th.…
The Road to an Institutional Market in Cryptocurrencies April 19 2018 Blog Brad Bailey
As we see more institutions across the capital markets grapple with the place of cryptocurrencies adjacent to securities and derivatives, we need…
IPO 2.0 in a Web 3.0 World April 04 2018 Blog John Dwyer
Spotify, the music streaming business, listed on the NYSE on Tuesday. This attracted significant attention due to the direct listing structure wh…
Featured Analyst - Will Trout April 03 2018 Blog William Trout
William Trout is always interested in new ideas, he's focused on technology, probably due to the obvious (and ever-increasing) power of technolo…
Blockchain Capital Markets - Part III April 03 2018 Blog John Dwyer
I have just published a third report in a series called Blockchain Capital Markets which explores the powerful impact that public Blockchains wil…
Empowering the Advisor through Smart Data March 18 2018 Blog William Trout
In my previous Celent research I have highlighted two levers for jumpstarting the capabilities of the advisor. These are digitization and machine…