The evolution of data continues to evolve rapidly, with emerging technologies shaping the future of data management, storage, and analysis. This…
Ashley Longabaugh
Insights
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17 April 2024
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9 April 2024
Regulatory requirements related to data management have evolved from broad guidelines to specific requirements across a multitude of data qualit…
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29 March 2024
Wealth managers are realizing the increased value in all forms of client data capture and analytics as client experience expectations rise. Howe…
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21 March 2024
Our wealth management team is delighted to announce the winners of this year’s Model Wealth Manager Awards program! The submissions pool was com…
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21 March 2024
Morgan Stanley Wealth Management has won the 2024 Model Wealth Manager award for Essential and Emerging Technologies for its AI @ Morgan Stanley…
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20 March 2024
Vanguard’s retail business, Personal Investor, embarked on a multi-year modernization program and has won the 2024 Model Wealth Manager Award fo…
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5 March 2024
Against the backdrop of the enactment of the GDPR, wealth managers and financial institutions face a significant set of data privacy risks in an…
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2 January 2024
Data is the differentiator for investment managers with regard to their ESG capabilities and proposition. To achieve future growth, wealth and a…
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14 December 2023
A convergence of forces are driving ESG adoption across the globe...but ESG is clouded in political polarity, greenwashing, and disjointed regul…
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28 November 2023
Celent’s upcoming report, “Smoke and Mirrors? Embracing Technology to Solve for ESG Data Challenges” is the third report in a series of three on…
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2 November 2023
The Model Wealth Manager awards program recognizes best-in-class technology-driven initiatives at global financial institutions. We announce ou…
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1 November 2023
Recorded on November 1, 2023. Wealth management is at an inflection point, looking to embrace emerging technologies, which will alter the tradit…
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30 October 2023
Celent foresees 2024 as a pivotal year of innovation for the wealth management industry. Organizations will strive to embrace emerging technolog…
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26 October 2023
Direct indexing replicates an index by purchasing its underlying individual securities, therefore enabling customized portfolio construction and…
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15 October 2023
Celent’s recent webinar, "Converging on Financial Wellbeing: Building a Competitive Technology Strategy across Insurance, Wealth Management, and…