Celent Roundtable: Technology-Driven Models in Wealth Management (Invitation Only)

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23 March 2015
Carnegie Hall, New York City


Building on the success of past Celent Roundtables, we are pleased to bring our next Wealth Management Roundtable to New York on March 23rd, 2015. This exclusive, invitation-only event will allow senior leaders from leading financial services firms to discuss the latest disruptors and innovations in the Wealth Management business.

This three-hour interactive session is a peer-to-peer discussion between innovation leaders, facilitated by Celent analysts and supplemented by Celent research. Areas to be covered in the discussion include:

  • Innovative technology and business models in the wealth management business
  • Changing investor expectations, demographics, and delivery models
  • The role of automated investment advice in the wealth management ecosystem
  • Leapfrogging the competition: How can firms best serve the needs of a new generation of investors?


This exclusive, invitation-only event is part of a series of targeted roundtables offered by Celent's Securities & Investments Practice. Capitalizing on Celent’s position as observer and thought leader, these private, closed-door sessions provide a neutral and confidential environment to allow participants to engage openly. These sessions are limited to senior industry representatives from select organizations and are not open to the media. Pre-registration is required.


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Event details

Wealth Management
Geographic Focus
North America