WealthManagement: Report Suggests Wealth Managers Should Offer Self-directed Planning

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Celent have reviewed this profile and believe it to be accurate.
13 August 2018

“Any process that can be automated, will be automated, and with that automation will come price competition,” said Will Trout, a senior analyst at Celent, focused on technology strategy and innovation in the securities, wealth management and banking industries.

Trout said investment management will ultimately “re-emerge as a focus of value, as advisors slice and dice models, multi-strategy funds” and other investments and deliver higher levels of “mass customization” to clients.

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Wealth Management
Media Type
News Articles
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America