6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
Insights
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29 April 2021
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
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20 April 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
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12 March 2021
Intelligent automation projects are worth exploring as they can directly decrease the cost of operations while improving scalability and reducin…
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8 March 2021
The Portfolio Risk Platform leverages state-of-the-art analytics to identify various elements of risk in client portfolios, down to the security…
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8 March 2021
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
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4 December 2020
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
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9 November 2020
Broker-dealers continue to watch how the SEC and FINRA interpret and enforce Regulation Best Interest (Reg BI) and Form CRS. On October 26th, th…
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3 November 2020
While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…
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28 October 2020
Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
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25 October 2020
Since the beginning of government-mandated lockdowns in March, Arizent has conducted monthly research surveys to help its subscribers navigate t…
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17 September 2020
This report is a continuation of the three-month study of the North American financial planning technology market covered in Celent’s report The…
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12 August 2020
Reviewing a financial plan was already becoming a more digitally interactive engagement pre COVID-19, but the switch to 100% virtual in a matter…
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11 August 2020
COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
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3 June 2020
Neil Sheehan and Will Trout discuss trends and COVID-19's impact on outsourcing for Wealth Managers.