2024/05/21
Wealth management IT spending is accelerating in 2024. Firms across the globe report mounting competitive threats, an increasing focus on speed…
Chris Bendtsen
ライブラリー
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2024/05/21
Artificial intelligence, cloud computing, and open data ecosystems are transforming how wealth management firms operate. How is this affecting t…
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2024/05/17
Generative AI adoption in wealth management is progressing quickly. Celent surveyed executives at some of the largest wealth management firms in…
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2024/04/16
The front office is where wealth management firms can add the most differentiated value for clients. But differentiation is becoming increasingl…
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2024/04/10
Where is generative AI being used in wealth and asset management today? I spoke to leaders at AWS to learn about typical use cases for generativ…
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2024/03/29
Wealth management technology spending is accelerating across the globe. This report presents Celent's estimates for IT spending by wealth manage…
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2024/03/12
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
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2024/02/12
Wealth management technology budgets are expanding. Wirehouses, banks, IBDs, and RIAs all continue to increase their IT spending to improve oper…
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2024/02/05
Wealth management technology spending is accelerating across the globe. This inaugural report presents Celent's estimates for technology spendin…
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2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
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WealthTech Startups to Watch: How Endowus Delivers Holistic Wealth Management Across Market Segments2023/12/11
WealthTech challengers have been around for over a decade. (Think digital brokerages and robo-advisors.) But today there is a new wave of Wealth…