
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
Subject to reasonable use.
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
Investment firms are continuing to reprioritize technology investments to focus on strategic data enablement, with broader aims of relieving pre…
QSuper's Enterprise Data Management platform initiative is the winner of Celent’s 2022 Model Asset Manager Award for Technology Infrastructure M…
Driven by imperatives around digitization, AI and the exploitation of strategic data insights, we are observing a continued renewal and elevatio…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
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…
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
Line of business (LOB) and technology heads at wholesales financial institutions (FIs) come from different angles in wanting to realize business…
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…