
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
Subject to reasonable use.
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The capital markets industry is doubling down on digital transformation in 2021, and so its senior business and technology executives must quest…
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
FicTech is reinventing the fixed income technology space with ever greater speed, with an increasing number of players addressing the issuance a…
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…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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…
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…