Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
Research related to Direct for Wealth Management
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2024/03/21
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2024/03/21
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
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2024/03/21
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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2024/03/12
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
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2024/02/28
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
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2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
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2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
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2023/09/20
This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
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2023/08/26
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
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2023/03/30
Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
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2023/03/30
Celent is pleased to award Societe Generale with the Celent Model Wealth Manager 2023 Award for Financial Wellness. Stress and anxiety regarding…
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2023/03/29
Socially responsible investing (SRI) has attracted an estimated 13% of the assets under professional management in the United States, amounting…
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2023/03/29
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
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2023/03/29
As the communications channels used in capital markets trading proliferated and became more digital, Societe Generale identified a need to moder…