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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9 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…
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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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4 November 2020While 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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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 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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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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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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24 August 2020As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
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12 August 2020Reviewing a financial plan was already becoming a more digitally interactive engagement pre COVID-19, but the switch to 100% virtual in a matter…
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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…
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21 June 2020Set 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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27 May 2020It 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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11 December 2020The 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…
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9 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 2020A 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…
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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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27 November 2020The strategic importance of value adjustments (XVAs) and counterparty credit risk (CCR) management continues to be in the forefront of capital m…
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25 November 2020This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
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20 October 2020The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
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27 September 2020
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
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16 August 2020During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
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21 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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7 June 2020Within the domain of capital markets trading, investing, structuring and risk management, next generation technology and emerging digital approa…
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28 May 2020Celent 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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27 May 2020
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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25 May 2020The 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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3 May 2020Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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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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11 December 2020
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…
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9 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…
-
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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4 November 2020
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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29 October 2020Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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28 October 2020Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
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26 October 2020Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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20 October 2020
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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20 October 2020
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
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11 October 2020Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
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27 September 2020
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
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27 September 2020
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
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21 September 2020
Join 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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17 September 2020
This report is a continuation of the three-month study of the North American financial planning technology market covered in Celent’s report The…
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10 November 2020This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
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30 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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30 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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30 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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30 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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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…
-
11 December 2020
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…
-
9 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…
-
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…
-
27 November 2020
The strategic importance of value adjustments (XVAs) and counterparty credit risk (CCR) management continues to be in the forefront of capital m…
-
25 November 2020
This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
-
4 November 2020
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…
-
29 October 2020
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
-
28 October 2020
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
-
26 October 2020
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
-
20 October 2020
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
-
20 October 2020
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
-
11 October 2020
Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
-
27 September 2020
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
-
27 September 2020
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…