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Robo-Advisors Need Advisors, Too.

The rise of the robo-advisor is often portrayed as the end of the traditional financial advisor. However, our recent webinar, in collaboration with Aite Group, titled “Unifying the Advisor and Investor Experience: The Rise of Client-Centric Wealth Management,” tells a much more complex story about the future of the wealth management industry. The webinar, which was […]

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Hear From the Experts: Social Integration in the Online Brokerage Space

Isabella Fonseca, Research Director at Celent, contributes to VantagePoint, with a look at digital adoption for wealth management and brokerage firms. Social media and mobile channels are at the forefront of firms’ strategic plans, helping to optimize their connectivity with current and prospective clients and drive growth. To date, large wealth management institutions and brokerage […]

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Webinar Recap: Unifying the Advisor and Investor Experience

As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. In light of these client-centric demands, Scivantage recently teamed up […]

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Unifying the Advisor and Investor Experience: The Rise of Client-Centric Wealth Management

As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. This latest webcast with Aite Group, “Unifying the Advisor and Investor […]

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The Rise of the Self-Directed Investor in a Digital Era

The increasing use of technology in financial services has led to an unprecedented level of transformation and democratization across the industry – particularly in the online brokerage space. With the rise of services that allow investors to manage their wealth independently, the role of financial advisors is changing drastically. In a recent webinar presented by […]

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Webinar Recap: Online Brokerage Market Assessment and Outlook

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world, thus changing the landscape of online and digital trading. Through expanding DART growth, shifting active trader profiles and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. In the face of emerging market drivers, […]

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Online Brokerage Market Assessment & Outlook

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. To complete, firms must heed the call for differentiation, enhancing their trading platforms and […]

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Upcoming Webinar with Celent: Online Brokerage Market Assessment and Outlook

The wealth management industry is faced with an evolving landscape of generational shifts, changing client expectations, regulatory pressures, and technological advances. In light of these unprecedented changes, firms are heeding the call for differentiation, enhancing their trading platforms and dedicating resources to continuous digital strategy innovation. Register today and join industry experts Isabella Fonseca, Research Director […]

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The Role of Analytics in Transforming Market Data

As advisors and investors look to technology for added efficiency and increased information/education in trading, analytics play a critical role in the trade process by transforming market data into intelligent and actionable information. In the United States alone, the number of traders has more than doubled over the past 10 years, with active traders and […]