This report is the second in a two-part series that, in combination, can be used by financial institutions, wealth management technology provide…
Jean Sullivan
Insights
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20 September 2022
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19 September 2022
This report is the first of a two-part series that, in combination, can be used by financial institutions, wealth management technology provider…
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14 September 2022
About the Interview: We chatted with Marika Christopher, Senior Director Product Strategy and ESG at Janus Henderson, about the US ESG market co…
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18 July 2022
WHAT WILL IT TAKE TO UNLOCK THE LARGEST ESG MARKET IN THE WORLD? The US ESG market continues to expand. And, while many cite remarkable growth…
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29 June 2022
Recorded March 15th 2022 Join us as we announce Celent Model Wealth Manager 2022 winners for innovative product/platforms and customer experienc…
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16 May 2022
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
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30 March 2022
The wealth business operating model relies on optimizing a balancing act between competing forces, regardless of target market segments. Wealth…
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14 March 2022
We celebrate Bank of America and Merrill, Ethic, PAYTM and BBVA Switzerland on being Celent's Model Wealth Manager 2022 award winners! Links to…
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9 March 2022
Merrill won Celent's model wealth manager award for client experience. Merrill’s Digital Wealth Overview (DWO) is a tool for financial advisors…
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9 March 2022
BBVA won the model wealth manager award under the category of products and platforms. The incorporation of digital assets into BBVAs Switzerland…
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9 March 2022
Ethic won the model wealth manager award under the category of products and platforms primarily for its impact reporting capabilities. As sustai…
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8 March 2022
Paytm won the model wealth manager award under the category of products and platforms. Paytm Money built a comprehensive offering with mutual fu…
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8 March 2022
Bank of America (BofA) won Celent's model wealth manager award in the client experience category for its mobile app. The BofA mobile app is a pe…
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4 March 2022
Embedded finance is reshaping the way customers engage with financial products and expanding the distribution of tools and services that banks,…
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10 December 2021
The digitization of fee-based annuities via fintech marketplace platforms is a crucial step in unlocking a multibillion-dollar sales opportunity…