Awaad is a wealth management analyst based out of Celent’s New York office. His research primarily focuses on emerging technology applications to the client/advisor experience and front-to-back office operations.
Prior to joining Celent, Awaad worked in Banking and Telecommunications, where he focused on enabling front-line operations with AI-based technologies at the Royal Bank of Canada and Rogers Communications. Awaad has also worked extensively in the start-up space, designing mobile applications and utilizing drone delivery tech for philanthropic purposes.
Awaad graduated with a Bachelor’s degree in Commerce, with a Specialization in Accounting and a Major in Economics from the University of Toronto.
8 November 2021Recorded on November 3rd, 2021 The new market reality for wealth management firms is one where they have to do more with less. A myriad of chang…
2 November 2021In 2022 retail wealth management firms will continue to drive toward a singular vision for the industry: delivering holistic, personalized finan…
8 October 2021Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
4 August 2021The second quarter of 2021 has been generally positive, as highlighted by the remarkable resilience of public companies on the S&P 500, resultin…
26 October - 10 November 2021
United StatesIndustry Specific Technology Trends Previsory Webinars What’s a previsory? The word is a portmanteau of “preview” and “advisory”, a view of fin…
14 July 2021 11:00 - 11:30 EDT (16:00 BST, 17:00 CEST)
United StatesThe notion that the customer comes first seems blindingly obvious, but truly executing against that simple saying is an area where many financia…
Celent Roundtable | Next Generation Wealth Management: Technology Transforming Front to Back Investment and Advisory (Invitation Only)29 January 2020 08:30 - 11:30 EST (13:30 GMT, 14:30 CET)
CanadaOVERVIEW: Celent is pleased to bring our next installment of Celent’s Roundtable Series to Toronto on January 29, 2020 This exclusive, invitatio…
13 September 2021
Risk does play a role here,” says Awaad Aamir, wealth management analyst at Celent. “A lot of self-directed investors start off with all guns bl…
19 July 2021
Meanwhile, the rise of fractional share investing and zero-commission trading are making the strategy accessible to more than just ultra-wealthy…
20 September 2020
Minneapolis-based aggregator Wealth Enhancement Group has made two key hires that will focus on digital efforts at the firm. While the firms's r…