6 November 2024
From Tech Stagnation to Innovation: Integrating NextGen Tech and the Human Touch to Create the Holistic Wealth Management Partner Celent highlig…
Chris Bendtsen
Insights
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6 November 2024
How will the combination of NextGen technology, open ecosystems, and the essential “human touch” redefine the roles of wealth management profess…
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30 September 2024
Wealth management executives across Latin America report accelerating technology budget growth in 2024 and 2025. Greater speed and agility, enha…
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30 September 2024
Wealth management executives in the Middle East and Africa report accelerating growth in technology budgets in 2024, at 4.9% year-over-year. Wea…
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26 September 2024
What innovations will be game-changers for wealth management in the next five years? That was the final question asked to the panel I spoke on e…
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20 September 2024
AI is not an evolution, it's a revolution. And that is especially true for the wealth management industry where firms have been relying on legac…
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17 September 2024
In response to the voice of its clients, Celent is writing a series of reports on the tech vendors supporting the GenAI initiatives at financial…
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11 September 2024
Retail wealth management is poised to become the next frontier for alternative investments. Celent's recent report, Embracing Alternatives in We…
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10 September 2024
Wealth management executives in Asia-Pacific report the highest expected growth in IT budgets in 2025 of any region in the world, at 5.9% year-o…
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22 August 2024
Wealth management executives across Europe report accelerating IT budgets in 2024 and 2025. Competitive threats from fintechs and other challeng…
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20 August 2024
In response to the voice of its clients, Celent is writing a series of reports on the tech vendors supporting the GenAI initiatives at financial…
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26 July 2024
An alternatives boom in wealth management may be well underway. Access to alternative investment strategies (e.g., private equity, private debt,…
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28 June 2024
IT spending by wealth management firms is accelerating across the US and Canada. Executives in both countries report elevated IT budget growth y…
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30 May 2024
Fast-forward two years from now. Many (if not most) wealth management firms will be live in production with generative AI applications. Some wil…
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22 May 2024
Celent has completed its second annual global survey of over 200 senior wealth management executives, where we ask about drivers of IT spending,…