Financial Technology
Buy, Build, Outsource?
What Tech Decisions Lie Ahead for Wealth Managers?
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Jared F. Baucom
Managing Director, Global Sales & Marketing
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
What will drive technology adoption in the asset and wealth management markets?
As the sophistication of fintech solutions continues to evolve, how are major wealth management firms thinking about constructing their technology stack?
While these firms have traditionally leveraged their scale to create advisor- and client-facing solutions, the innovative nature of new-to-market solutions has them more willing than ever before to utilize third-party vendors.
Cerulli identifies a segment of 2,000 wealth management firms controlling approximately $10 trillion in AUM that will use external technology vendors to optimize their tech stack.
- Cerulli Report: State of U.S. Wealth Management Technology 2021
Evaluate how different firm types and sizes are ensuring that their technology applications are cutting-edge in order to create a best-in-class client and advisor experience.
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Cerulli can help you identify key decision-making criteria, quantify advisor sentiment and technology spend, and help you make the right resource investments in your wealth technology strategy.
Contact Us
Jared F. Baucom
Managing Director, Global Sales & Marketing
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
Wealth Management
Subject Matter Experts
Bing Waldert
Managing Director, U.S. Research
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Bing Waldert
Managing Director, U.S. Research
Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).
He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.
Full biography here.
Donnie Ethier
Senior Director
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Donnie Ethier
Senior Director
Donnie Ethier is the head of Cerulli Associates’ Wealth Management practice. The Wealth Management practice is dedicated to helping clients proactively adapt to retail financial advice and planning trends, including the high-net-worth markets. Donnie oversees the practice’s annual research agenda and is a core contributor to consulting engagements, syndicated research, and the The Cerulli Edge—U.S. Advisor Edition.
Since joining Cerulli in 2012, Donnie has led several practices and research initiatives including the Wealth Management, High-Net-Worth, and Annuity practices. Prior to joining Cerulli, Donnie held roles at Sun Life Financial and Sun Life Financial Distributors for eight years focusing on market and distribution strategy, product development, competitive intelligence, and professional development.
Full biography here.
Scott Smith
Director
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Scott Smith
Director
With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.
Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.
Full biography here.
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