Wealth Management | Our insights

Flying High Again: Surmounting Barriers to Advisor Productivity 11 July 2019 Report William Trout
Incomplete and poorly integrated workflow processes constitute a fundamental barrier to advisor productivity. The optimization of these processe…
Leveraging AI and ML In Capital Markets Operations 27 June 2019 Blog David Easthope
There are a number of data points demonstrating wider adoption of AI/ML across capital markets operations. I discussed this evidence (and we cam…
Bitcoin-to-Bitcoin Derivatives 26 June 2019 Blog John Dwyer
Libra fatigue? The market continues to digest the Libra news — and this is certainly an important milestone in the evolution of crypto. Stableco…
Leveraging Crypto's Innate Characteristics 25 June 2019 Blog John Dwyer
In early June, we kicked off our new series of cryptocurrency reports looking at the potential of combining public blockchains with derivatives.…
Innovation in Fixed Income Trading Technology 17 June 2019 Blog Brad Bailey
We just published Innovations in Fixed Income Technology: The Platforms and the Pieces which explores the changing fixed income trading technolo…
ResearchTech for the Buy Side 11 June 2019 Report David Easthope
The Research Management System (RMS), the core technology solution supporting research management in the buy side front office, is being influen…
Generation Z: The Next(Gen) Opportunity for Wealth Managers 4 June 2019 Report Ashley Longabaugh
Life stages, rather than distinct generational differences, will ultimately be the driver behind the relationship between an individual and thei…
Generation Z: The Next (Gen) Opportunity for Wealth Managers 28 May 2019 Blog Ashley Longabaugh
Life stages, rather than distinct generational differences, will ultimately be the driver behind the relationship between an individual and thei…
Digital Assets & Decentralized Capitalism 27 May 2019 Blog John Dwyer
Digital Assets and Their Implications for Portfolio Construction Last week I attended and presented at the CFA Institute’s 72nd Annual Conferenc…
Client Reporting: The Shift In Delivery From Low-Value Data To High-Value Information 21 May 2019 Report Ashley Longabaugh
This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…
Hybrid Digital Advice: Pathway To Personalization At Scale 21 May 2019 Report William Trout
The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot”…
The Digitization of Everything 16 May 2019 Blog William Trout
It is today axiomatic that technology, its ubiquity fueled by the API and the Cloud based platform, is a lever for innovative startups to catch…
What's New in the European Wealth Management Front-to-Back Office Vendor Market? 9 May 2019 Blog Ashley Longabaugh
I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
AI in AML: From Experimentation to Operationalization 8 May 2019 Blog Arin Ray
Early last year we predicted 2018 to be a critical year for operationalization and wider adoption of artificial intelligence (AI) and machine le…
Key Areas of Growth for the US Retail, Self-Directed Brokerage Market 30 April 2019 Blog Ashley Longabaugh
In our latest report, US Self-Directed Market: The Evolving Marketplace and Associated Impact, Will and I discuss the outlook for the US retail…

Celent Wealth Research

In-depth research of the latest trends in wealth technology.

Celent Wealth Research

Our wealth research focuses exclusively on the intersection of wealth management, asset management, and technology. We provide a thorough and independent analysis of the latest trends and innovations and offer insight on how technology is being applied across the wealth industries globally to deliver value.

Wealth Research Topics

Include:

·APIs

·Artificial Intelligence (AI)/cognitive/machine learning

·Blockchain

·Business Trends

·Chatbots

·CIO priorities

·Cloud

·Core systems

·Customer Experience (CX)

·Data/Analytics

·Digital

·Fintech

·Fraud

·Innovation

·Internet of Things (IoT)

·IT spending

·Mobile

·Regulation

·Regtech

·Risk Management

·RPA/Robotics

Wealth Research Outputs

Our clients can access our wealth research via a variety of formats including:

·Wealth Research Reports: Our latest research on the issues at the forefront of the industry

·Wealth Blog: Reflections on the latest news, trends, and happenings within the industry.

·Wealth Webinars: Live and on-demand sessions, featuring our analysts, that take our research to the next level.

Analyst Access

As a Client, you also have the ability to supplement our Wealth research with personalized interactions with our analysts. Our Analyst Access service allows you unlimited access to our analysts for a variety discussions including:

·Product roadmaps

·Go to market and new market entry

·IT strategy

·Vendor risk assessment