This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
Jean Sullivan
Insights
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25 April 2024
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25 April 2024
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
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21 March 2024
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
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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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20 March 2024
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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28 February 2024
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
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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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31 October 2023
Elon Musk has long held a vision of developing a “super app” that offers a full suite of financial services. In a recent announcement to X.com e…
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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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14 October 2023
Our previous blog on market data optimization explored the challenges associated with the efficient use of market data—one of the most costly ar…
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26 September 2023
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
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25 September 2023
Firms place a high value on accurate market data to support their business objectives -- from seeking returns for customers to creating personal…
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22 September 2023
BondGPT is the first of many generative AI offerings in the Broadridge pipeline. Broadridge has created an innovative and intuitive user experie…
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20 September 2023
This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
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26 August 2023
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…