News articles

• How LLM 'superbots' are transforming wealth management

  10 August 2023

  By Jean Sullivan, Director - Wealth Management Thanks in large part to the record growth and awareness of OpenAI's ChatGPT, curiosity is growing…

• Celent Names Bank of America a Leader in Wealth Management Innovation

  15 March 2022

  “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…

• How $33 billion fintech Revolut is taking on free stock trades

  20 January 2022

  The SEC is signaling increased oversight, noting the potential conflict between the firm’s desire to increase trades, and thereby increase reven…

• Pershing launches new business unit to provide multi-custodial, all-in-one tech and investment platform

  15 October 2021

  “The industry is heading in this direction — ‘streamlined,’ end-to-end platforms that offer bundled or modular solutions based on client needs,”…

• Jean Sullivan Joins Celent as Wealth Management Market Team Leader

  12 October 2021

  Jean Sullivan Joins Celent as Wealth Management Market Team Leader Designation augments firm’s advisory leadership for financial institutions an…