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…
Research related to IMSplus
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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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6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
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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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8 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 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…
Research related to RiskAvert
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13 April 2021In its inaugural year, Celent Model Risk Manager 2021 program received several high-quality nominations from a diverse mix of financial institut…
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8 March 2021Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
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6 March 2021State Street Global Advisors wanted the ability to monitor macroeconomic risks on its portfolios because it recognized the importance of underst…
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24 February 2021
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
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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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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 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 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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7 June 2020Within the domain of capital markets trading, investing, structuring and risk management, next generation technology and emerging digital approa…
Research related to Axia Robo Advisor
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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…
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19 July 2021
Over 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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8 July 2021Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
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18 May 2021
As 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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6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
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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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20 April 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
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18 April 2021In a previous installment of this research series, "Operational Alpha on the Buyside: Riding New Waves from Front-to-Back Technology, Data, ESG…
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7 April 2021
Celent 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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4 April 2021Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
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30 March 2021Digital customer acquisition was a white hot topic before the pandemic and has exploded since then. Our March 2021 Digital Banking Panel survey…
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23 March 2021Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
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10 March 2021RBC launched new remote account open tools for personal and business clients. With this, RBC offers clients three convenient ways to open an acc…
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8 March 2021Congratulations to Celent's Model Risk Manager 2021 Award winners: Credit Suisse, Fino Payments Bank, Goldman Sachs, HSBC, Standard Bank, State…
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8 March 2021
Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
Research related to FMS.next
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18 April 2021Embedded finance is a burgeoning space with the potential to dramatically reshape the way customers engage with financial services. And yet, dif…
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10 March 2021The promise of delivering Americans low-cost and attractive banking services using an efficient, state-of-the-art tech stack has been an allurin…
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10 March 2021This Model Bank report uncovers how Delta Community undertook a multiyear technology and operations transformation project in recognition that f…
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24 November 2020The way in which banking software is being designed, written, deployed, maintained, updated, and replaced has accelerated due to cheaper storage…
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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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20 July 2020The path to digitization can challenge financial institutions, especially community banks, in several ways. From the provider perspective, small…
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1 June 2020Banking is experiencing a period of business model innovation brought on by the emergence of new market entrants moving the ball forward on cus…
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15 April 2020Australian Military Bank (AMB) is a niche institution dedicated to serving Australian Defence personnel and their families with products and ser…
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13 April 2020Celent recognizes Länsförsäkringar Bank as the winner of the 2020 Celent Model Bank Award for Core Technology Replatforming for its initiative C…
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4 March 2020The home lending industry is in the early stages of digital disruption that retail deposit, credit card, and personal lending sectors have alrea…
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9 January 20202020 promises to be a year of excitement and challenge for retail bankers. Celent's analysts have a full agenda planned to help them address the…
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11 December 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…
Research related to Axia
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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…
-
19 July 2021
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
8 July 2021
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
-
18 May 2021
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
-
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…
-
18 April 2021
In a previous installment of this research series, "Operational Alpha on the Buyside: Riding New Waves from Front-to-Back Technology, Data, ESG…
-
13 April 2021
In its inaugural year, Celent Model Risk Manager 2021 program received several high-quality nominations from a diverse mix of financial institut…
-
7 April 2021
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
-
4 April 2021
Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
-
8 March 2021
Congratulations to Celent's Model Risk Manager 2021 Award winners: Credit Suisse, Fino Payments Bank, Goldman Sachs, HSBC, Standard Bank, State…
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8 March 2021
Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
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8 March 2021
The Portfolio Risk Platform leverages state-of-the-art analytics to identify various elements of risk in client portfolios, down to the security…
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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…
-
6 March 2021
State Street Global Advisors wanted the ability to monitor macroeconomic risks on its portfolios because it recognized the importance of underst…