2023/08/10
By Jean Sullivan, Director - Wealth Management Thanks in large part to the record growth and awareness of OpenAI's ChatGPT, curiosity is growing…
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2022/03/15
“The Bank of America mobile app is a perfect example of a digital solution that serves to enhance the client experience while also creating incr…
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2022/01/20
The SEC is signaling increased oversight, noting the potential conflict between the firm’s desire to increase trades, and thereby increase reven…
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2021/10/15
“The industry is heading in this direction — ‘streamlined,’ end-to-end platforms that offer bundled or modular solutions based on client needs,”…
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2021/10/12
Jean Sullivan Joins Celent as Wealth Management Market Team Leader Designation augments firm’s advisory leadership for financial institutions an…