Generative AI adoption in wealth management is progressing quickly. Celent surveyed wealth management executives at some of the largest wealth m…
Chris Bendtsen
Insights
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17 May 2024
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16 April 2024
The front office is where wealth management firms can add the most differentiated value for clients. But differentiation is becoming increasingl…
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10 April 2024
Where is generative AI being used in wealth and asset management today? I spoke to leaders at AWS to learn about typical use cases for generativ…
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29 March 2024
Wealth management technology spending is accelerating across the globe. This report presents Celent's estimates for IT spending by wealth manage…
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21 March 2024
Our wealth management team is delighted to announce the winners of this year’s Model Wealth Manager Awards program! The submissions pool was com…
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12 March 2024
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
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12 February 2024
Wealth management technology budgets are expanding. Wirehouses, banks, IBDs, and RIAs all continue to increase their IT spending to improve oper…
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5 February 2024
Wealth management technology spending is accelerating across the globe. This inaugural report presents Celent's estimates for technology spendin…
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3 January 2024
Is 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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WealthTech Startups to Watch: How Endowus Delivers Holistic Wealth Management Across Market Segments11 December 2023
WealthTech challengers have been around for over a decade. (Think digital brokerages and robo-advisors.) But today there is a new wave of Wealth…