26 February 2021
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
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26 February 2021
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
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14 December 2020
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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8 December 2020
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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3 December 2020
The usage of legacy data sources combined with new alternative data sources are transforming underwriting, policy application approval, and issu…
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29 November 2020
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム（RSM）は、バイサイドのフロン…
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While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…
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European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
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