An alternatives boom in wealth management may be well underway. Access to alternative investment strategies (e.g., private equity, private debt,…
![Chris Bendtsen](/system/analysts/logos/397/315/550/default/900851256.jpg?1703269988)
Chris Bendtsen
Insights
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26 July 2024
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28 June 2024
IT spending by wealth management firms is accelerating across the US and Canada. Executives in both countries report elevated IT budget growth y…
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30 May 2024
Fast-forward two years from now. Many (if not most) wealth management firms will be live in production with generative AI applications. Some wil…
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22 May 2024
Celent has completed its second annual global survey of over 200 senior wealth management executives, where we ask about drivers of IT spending,…
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21 May 2024
Artificial intelligence, cloud computing, and open data ecosystems are transforming how wealth management firms operate. How is this affecting t…
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21 May 2024
Wealth management IT spending is accelerating in 2024. Firms across the globe report mounting competitive threats, an increasing focus on speed…
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17 May 2024
Generative AI adoption in wealth management is progressing quickly. Celent surveyed executives at some of the largest wealth management firms in…
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16 April 2024
The front office is where wealth management firms can add the most differentiated value for clients. But differentiation is becoming increasingl…
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10 April 2024
Where is generative AI being used in wealth and asset management today? I spoke to leaders at AWS to learn about typical use cases for generativ…
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29 March 2024
Wealth management technology spending is accelerating across the globe. This report presents Celent's estimates for IT spending by wealth manage…
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20 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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12 March 2024
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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12 February 2024
Wealth management technology budgets are expanding. Wirehouses, banks, IBDs, and RIAs all continue to increase their IT spending to improve oper…
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5 February 2024
Wealth management technology spending is accelerating across the globe. This inaugural report presents Celent's estimates for technology spendin…
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3 January 2024
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…