6 March 2025
The investment sector is experiencing a profound transformation, driven by advancements in data capabilities and nascent AI integrations. The ac…
Research related to PortfolioOne
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27 January 2025The U.S. Treasury Market is the largest and most liquid sovereign debt market in the world. Currently, trading activity is split between two cle…
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11 December 2024
The market for Transaction Reporting Solutions is reacting to a wave of new and amended regulations and technology advancements, pushing solutio…
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17 July 2024Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
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21 March 2024MB has enhanced its market risk and counterparty credit risk (CCR) management to meet global standards, including: A near real-time VaR calcul…
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20 March 2024User experience was flagged in our 2022 Previsory and we continued to see momentum build through 2023 and into 2024. User (UX) and customer (CX)…
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28 February 2024Fractional 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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22 January 2024In May 2024, barring any further delays, the United States and Canada will be shortening their trade settlement cycles from a two-day settlement…
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3 January 2024Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
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15 December 2023Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
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8 November 2023To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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19 October 2023The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
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26 September 2023Client 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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26 August 2023Financial market infrastructures (FMIs) are the mainstay of the financial system, providing the essential infrastructure for financial transacti…
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26 August 2023This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…