Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
Refinitiv
Research related to BETA Brokerage Processing Solutions
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2024/03/21
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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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2024/01/03
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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2023/03/29
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
Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
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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…
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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…
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2023/02/23
Our 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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2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
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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…
Research related to Client On-boarding
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2024/03/29
AML operations are plagued with perhaps the most severe efficiency and accuracy issues in financial services. Fortunately, new technology is ava…
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2024/02/21
Watchlist screening has become the most-scrutinized area of AML compliance, and vendor solutions are evolving rapidly, driven by AI, machine lea…
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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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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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2023/10/23
Financial crime compliance departments at banks and non-bank financial institutions (NBFIs) are challenged to keep up with the high volumes of a…
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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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2023/09/29
The financial industry is facing increasing regulatory demands for assurance around watchlist management and sanctions screening. At first glanc…
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2023/07/20
What if you could identify and discard risky applicants before you took them through an expensive identity proofing exercise? What if you had a…
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2023/07/19
Recorded on July 19, 2023. Want to hear more about the current state of technology strategy and investment prioritization in the industry? Our w…
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2023/04/28
Digital technologies are driving significant change in anti-money laundering (AML) operations. Still, financial crime compliance remains heavily…
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2023/02/27
In 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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2023/01/30
Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
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2022/12/11
In recent years, financial institutions have sought to lower AML compliance costs—and increase the effectiveness of their compliance programs—by…
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2022/10/30
Recorded on October 27th, 2022 Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resi…
Research related to Refinitiv Workspace for Wealth Advisors
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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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2024/03/12
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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2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
-
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…
-
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…
-
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…
-
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…
-
2023/03/30
Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
-
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
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
-
2023/03/29
Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
-
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…