2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
Refinitiv
Research related to BETA Brokerage Processing Solutions
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2023/03/03It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
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2023/02/24Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
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2022/09/30Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
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2022/07/24Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
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2022/05/16The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
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2021/08/02"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
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2021/07/19Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
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2021/05/18As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
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2021/04/29
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
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2021/04/07Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
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2021/03/08
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
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2021/02/25North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
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2020/12/14Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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2020/11/29リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム（RSM）は、バイサイドのフロン…
Research related to Client On-boarding
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2023/02/27In November 2022, the Court of Justice of the European Union invalidated a provision the EU’s 4th Anti-Money Laundering Directive that allowed a…
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2023/01/30Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
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2022/12/11In recent years, financial institutions have sought to lower AML compliance costs—and increase the effectiveness of their compliance programs—by…
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2022/10/31Recorded on October 27th, 2022 Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resi…
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2022/10/28Previsory is a portmanteau word coined by Celent to describe a forward-looking view of technology, and advice on how to respond to and leverage…
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2022/10/23Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resilience and agility in Risk func…
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2022/09/28Adverse media monitoring has grown from its origins as a filter for politically exposed persons (PEPs) to an effective means for uncovering an e…
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2022/07/31The pandemic and the Ukraine crisis have unleashed an age of perpetual black swan effects, from supply chain disruptions to inflation. But the p…
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2022/07/27Since black swan events are by definition unpredictable, risk and compliance needs to always be ready to handle them. This requires agility in t…
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2022/06/07Financial institutions are increasingly looking to build and maintain sustainable Anti-Financial Crime (“AFC”) programs that can adapt to variou…
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2022/05/18Anti-money laundering (AML) and counter-terrorist financing (CTF) programs are designed around a decade-old compliance-focused model that acts a…
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2022/03/29The last 24 months have seen tectonic shifts in cloud adoption and openness to the cloud in financial services. The forces of digitalization, in…
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2022/03/23At Celent’s annual Innovation and Insight event, we assembled experts (Dan Tannebaum, Paul Mee, Jamie MacGregor, Rob Norris and Gareth Lodge) fr…
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2022/03/21Anti-money laundering (AML) compliance continues to face challenges of efficiency and efficacy. Recent advances in data and analytics can be lev…
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2022/03/15Congratulations to Celent's Model Risk Manager 2022 Award winners: ABN AMRO, BNP Paribas S.A., DBS Bank, Fincare Small Finance Bank, Forcht Bank…
Research related to Refinitiv Workspace for Wealth Advisors
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2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
2023/03/03
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
-
2023/02/24
Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
-
2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
-
2022/07/24
Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
-
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…
-
2021/08/02
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
-
2021/07/19
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2021/05/18
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
2021/05/06
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
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2021/02/25
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
2020/12/14
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
2020/11/29
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム（RSM）は、バイサイドのフロン…
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2020/11/03While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…
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2020/10/20European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…