2 August 2021
Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts during…
Avaloq
Research related to Avaloq Banking Suite
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19 July 2021Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
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18 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…
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29 April 2021
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
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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…
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8 March 2021
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
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25 February 2021North 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 2020Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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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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20 October 2020European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
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27 September 2020Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
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27 September 2020Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
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21 September 2020Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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9 September 2020Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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11 August 2020COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…