Generative AI adoption in wealth management is progressing quickly. From AI assistants for advisors to generating marketing content to developin…

Chris Bendtsen
Insights
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2 January 2025
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23 December 2024
In response to the voice of its clients, Celent is publishing a series of reports on the tech vendors supporting the GenAI initiatives at financ…
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11 December 2024
QUODD QX Digital Platform is a leading platform designed to automate workflows for global pricing and reference data, catering to the needs of o…
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27 November 2024
Alternative and private market investing have historically been difficult for the wealth management channel to execute and manage. Asset manager…
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25 November 2024
The wealth management industry is undergoing a pivotal transformation in embracing alternative and private market investments. Wealth managers,…
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6 November 2024
From Tech Stagnation to Innovation: Integrating NextGen Tech and the Human Touch to Create the Holistic Wealth Management Partner Celent highlig…
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6 November 2024
How will the combination of NextGen technology, open ecosystems, and the essential “human touch” redefine the roles of wealth management profess…
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30 September 2024
Wealth management executives in the Middle East and Africa report accelerating growth in technology budgets in 2024, at 4.9% year-over-year. Wea…
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30 September 2024
Wealth management executives across Latin America report accelerating technology budget growth in 2024 and 2025. Greater speed and agility, enha…
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26 September 2024
What innovations will be game-changers for wealth management in the next five years? That was the final question asked to the panel I spoke on e…
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20 September 2024
AI is not an evolution, it's a revolution. And that is especially true for the wealth management industry where firms have been relying on legac…
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17 September 2024
In response to the voice of its clients, Celent is writing a series of reports on the tech vendors supporting the GenAI initiatives at financial…
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11 September 2024
Retail wealth management is poised to become the next frontier for alternative investments. Celent's recent report, Embracing Alternatives in We…
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10 September 2024
Wealth management executives in Asia-Pacific report the highest expected growth in IT budgets in 2025 of any region in the world, at 5.9% year-o…
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22 August 2024
Wealth management executives across Europe report accelerating IT budgets in 2024 and 2025. Competitive threats from fintechs and other challeng…