Wealth Management | Our insights

Investment Recommendation Engines: Using ML to Automate Investment Advice 12 October 2020 Reports Awaad Aamir
Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
InvestEdge Compliance and Surveillance: One Platform to Serve Them All 28 September 2020 Reports William Trout
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Wealth Management Technology Forecast: 2020-2023 Videocast | Powered by Celent's VendorMatch 21 September 2020 Blogs | Videos Awaad Aamir
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
The Power of Digital: Self-Directed Investing in 2020 21 September 2020 Reports Ashley Longabaugh
Download your free report sample here: The self-directed retail investor market has faced tectonic shifts and become increasingly competitive as…
The Financial Planning Technology Landscape in Canada 18 September 2020 Reports Neil Sheehan
This report is a continuation of the three-month study of the North American financial planning technology market covered in Celent’s report The…
ESG in Portfolio Management: From Data to Deployment 9 September 2020 Reports William Trout
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
The Financial Planning Technology Landscape: North America 2020 Edition 13 August 2020 Reports Neil Sheehan
Reviewing a financial plan was already becoming a more digitally interactive engagement pre COVID-19, but the switch to 100% virtual in a matter…
Wealth Management Technology Forecast 2020-2023 12 August 2020 Reports Awaad Aamir, Andrew Schwartz, and Neil Sheehan
COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
Accepting Submissions for Celent's 2021 Model Wealth Manager Awards Program! 29 July 2020 Blogs 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…
Digital Content Marketing: Engaging Clients Through Digital Content 27 July 2020 Reports Awaad Aamir
Amid the coronavirus pandemic, a shift in regulatory, economic, and technological requirements has fundamentally changed the advisor/client rela…
The 2020 Self-Directed Investor and Brokerage Market 26 July 2020 Reports Ashley Longabaugh
The self-directed retail investor market has faced significant fundamental shifts and has become increasingly competitive. Opportunities for the…
Self-Directed Investing in 2020 13 July 2020 Blogs 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…
Survive to Thrive: Life and Health 24 June 2020 Webinars | Videos Daniel W. Latimore, Keith Raymond, and Tom Scales
How fast the world changed. At the beginning of 2020, life, annuity, and group insurers were making major investments in the front-office, back-…
Survive to Thrive: Wealth Management 16 June 2020 Webinars | Videos William Trout and Daniel W. Latimore
Months into the COVID-19 crisis, wealth manager focus is shifting from business continuity and financial survival toward driving client engageme…
COVID-19: The Impetus and Transference to Cloud 15 June 2020 Reports Ashley Longabaugh, Craig Beattie, and Nicolas Michellod
Artificial intelligence, cloud computing, blockchain, and quantum computing are some of the pillars that form the “Fourth Industrial Revolution.…

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