Wealth management

Financial institutions maintain two large and complex operational regimes dedicated to fighting financial crime. Both are laden with technology operated by armies of professionals dedicated to rooting out criminal activity. Why not combine them and reap the benefits in increased efficiency, lowered costs, and improved analytical insights?

Trends in Client Feedback 2016-2020

Celent’s Coverage of Advances in Financial Services Technology in the Age of Cloud | Japanese Webinar Series

Beating Heart of the Wealth Management Enterprise

Celent estimates that financial industry spending on AML-KYC compliance technology and operations will reach US$34.1 billion globally in 2020.

The wealth management industry will face headwinds in 2021 as the effects of the COVID-19 pandemic continue to ripple through society. Celent fo…

Oliver Wyman

Celent to join InvestorCOM Webinar on November 19th

While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…

Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…

How widespread will convergence become, and what are the trade-offs?

Moving into The Future of Investment Accounting Operations

Are these investment ecosystem-led changes evolutionary or revolutionary?

COVID-19 Pulse Survey of US Wealth Managers

Celent examines the future characteristics of next generation accounting solutions, the case for change and vendors that are reshaping the frontiers for insurance, investment management and wealth management firms

2020 XCelent Awards: Powered by VendorMatch

We’re thrilled to launch our new website! Several months in the making, this sleek new design allows us to elevate our user experience and furth…

The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…

Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…

Employee conduct is critical for financial institutions due to the reputational and regulatory risks. It is a complex, enterprise-wide area invo…