22 June 2020
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…
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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…
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28 May 2020
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
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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…
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26 May 2020
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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16 April 2020
Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
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16 April 2020
Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
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8 April 2020
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8 April 2020
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
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24 March 2020
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
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9 March 2020
The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…
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4 March 2020
Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
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7 February 2020
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