2022/05/16
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
Jean Sullivan
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2022/03/30
The wealth business operating model relies on optimizing a balancing act between competing forces, regardless of target market segments. Wealth…
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2022/03/14
We celebrate Bank of America and Merrill, Ethic, PAYTM and BBVA Switzerland on being Celent's Model Wealth Manager 2022 award winners! Links to…
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2022/03/09
BBVA won the model wealth manager award under the category of products and platforms. The incorporation of digital assets into BBVAs Switzerland…
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2022/03/09
Ethic won the model wealth manager award under the category of products and platforms primarily for its impact reporting capabilities. As sustai…
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2022/03/09
Merrill won Celent's model wealth manager award for client experience. Merrill’s Digital Wealth Overview (DWO) is a tool for financial advisors…
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2022/03/08
Paytm won the model wealth manager award under the category of products and platforms. Paytm Money built a comprehensive offering with mutual fu…
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2022/03/08
Bank of America (BofA) won Celent's model wealth manager award in the client experience category for its mobile app. The BofA mobile app is a pe…
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2022/03/04
Embedded finance is reshaping the way customers engage with financial products and expanding the distribution of tools and services that banks,…
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2021/12/10
The digitization of fee-based annuities via fintech marketplace platforms is a crucial step in unlocking a multibillion-dollar sales opportunity…
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2021/11/07
Recorded on November 3rd, 2021 The new market reality for wealth management firms is one where they have to do more with less. A myriad of chang…
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2021/11/01
In 2022 retail wealth management firms will continue to drive toward a singular vision for the industry: delivering holistic, personalized finan…