February 13, 2017
As digital technologies change how people live and work, financial services firms need to choose how they will adapt to a broadly reordered marketplace. To stay competitive in their existing core businesses, financial service incumbents will need to...
February 8, 2017
The advent of the Trump Administration brings a new era for financial regulation and related legislation, with the potential for major changes in the US and globally. Although it is clear that the main theme will be deregulation, there is a very...

Featured Analyst

Ashley Globerman Ashley Globerman Analyst Analyst Securities & Investments, Wealth Management Securities & Investments, Wealth Management Full bio and Reports All Analysts
February 2, 2017
The European wealth management industry continues to evolve in the face of tighter regulations, political and market volatility, a shifting client base, and digital disruption. Vendors continue to automate parts of the advisory process across...

Featured Analyst

Kelley Byrnes Kelley Byrnes Analyst Analyst Securities & Investments, Wealth Management Securities & Investments, Wealth Management Full bio and Reports All Analysts
January 31, 2017
In response to the Department of Labor (DoL) Rule, some of the wirehouses and larger independent broker-dealers (IBDs) have decided to take drastic steps. Celent has released a new report titled The Quest for Retirement Assets: When the...

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