This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
Research related to Presults Archiving and Compliance
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2024/04/25
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2024/04/25
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
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2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
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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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2024/03/20
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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2024/03/20
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
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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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2024/01/22
Nasdaq and its subsidiary Verafin, just published their first Global Financial Crime Report. The report is making headlines for the size of its…
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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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2023/12/02
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
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2023/11/23
When 2023 opened with the scare of an SVB-led financial contagion, financial risk topped the list of CRO concerns. With that crisis averted, ope…
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2023/10/31
Elon Musk has long held a vision of developing a “super app” that offers a full suite of financial services. In a recent announcement to X.com e…
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2023/10/29
Recorded on October 31, 2023. The first waves of Gen AI are hitting the shore as FIs test use cases in call centers. But Risk Leaders see a tsun…
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2023/10/09
After nearly a year at the helm of Celent's Risk practice, I had the privilege of attending my inaugural Sibos conference. My colleagues Patrici…
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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…