14 June 2021
In Insurtech in Asia Series: Evolving Landscape, Changing Innovations in Singapore, we summarize the observations and segment four main areas fo…
Research related to My Wealth
-
-
27 May 2021In my previous blog, I wrote about the usage of alternative data for health insurance and how this can be enabled by the partnership of the gove…
-
19 May 2021As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
-
28 April 2021
Technology-driven change is accelerating in the buy side front office according to senior buy side executives who participated in an exclusive C…
-
20 April 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
-
7 April 2021Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
-
4 April 2021The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
3 April 2021The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
23 March 2021Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
11 March 2021In today’s globalized business environment, companies increasingly seek success outside their borders. To differentiate themselves, internationa…
-
8 March 2021
The use of AI in financial services is becoming a reality. The capital markets are fertile proving grounds for overcoming real challenges in the…
-
8 March 2021
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
-
25 February 2021North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
19 February 2021
The capital markets industry is doubling down on digital transformation in 2021, and so its senior business and technology executives must quest…
Research related to Wealth Management Platform
-
14 June 2021
In Insurtech in Asia Series: Evolving Landscape, Changing Innovations in Singapore, we summarize the observations and segment four main areas fo…
-
27 May 2021
In my previous blog, I wrote about the usage of alternative data for health insurance and how this can be enabled by the partnership of the gove…
-
19 May 2021
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
-
20 April 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
-
7 April 2021
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
-
4 April 2021
The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
4 April 2021Data assets and data as a product are becoming the priority for insurers, which are investing in data, analytics, and AI tools for delivering a…
-
3 April 2021
The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
23 March 2021
Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
11 March 2021
In today’s globalized business environment, companies increasingly seek success outside their borders. To differentiate themselves, internationa…
-
25 February 2021
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
14 December 2020Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
8 December 2020The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
-
3 December 2020The usage of legacy data sources combined with new alternative data sources are transforming underwriting, policy application approval, and issu…