30 June 2024
Over the past year, generative AI (GenAI) has gone from moonshot to reality. What does this mean for financial institutions? To sketch out a pic…
Jean Sullivan
Insights
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28 May 2024
A recent survey conducted by Oliver Wyman indicates that retail investors have grown more comfortable with using generative AI (GenAI) for finan…
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21 May 2024
Artificial intelligence, cloud computing, and open data ecosystems are transforming how wealth management firms operate. How is this affecting t…
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17 May 2024
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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25 April 2024
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
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25 April 2024
This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
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20 March 2024
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
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20 March 2024
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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28 February 2024
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
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31 October 2023
Elon Musk has long held a vision of developing a “super app” that offers a full suite of financial services. In a recent announcement to X.com e…
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31 October 2023
Recorded on November 1, 2023. Wealth management is at an inflection point, looking to embrace emerging technologies, which will alter the tradit…
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29 October 2023
Celent foresees 2024 as a pivotal year of innovation for the wealth management industry. Organizations will strive to embrace emerging technolog…
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14 October 2023
Our previous blog on market data optimization explored the challenges associated with the efficient use of market data—one of the most costly ar…
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26 September 2023
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
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25 September 2023
Firms place a high value on accurate market data to support their business objectives -- from seeking returns for customers to creating personal…