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William Trout is a senior analyst with Celent’s Wealth Management practice. His research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, the family office and trust services. An authority on the robo advisory business, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. He is also a frequent speaker at industry conferences and keynotes client gatherings.
June 29 -
Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.
June 28
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While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.
June 28
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Joseph M. Hubbell, is a senior partner and managing director with the Veritas Private Wealth Management Group at Snowden Lane Partners in New York.
June 28
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Leslie Jorgensen is CEO of outsourced bookkeeping firm Supporting Strategies.
June 28
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The move boosts the firm's expansion in the central U.S.
June 28
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Similarly fed-up with dismissive treatment of women, readers weigh in on what’s the best way to tackle sexist behavior.
June 28
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Rising yields coupled with relatively high hidden fees could lead to underwhelming returns.
June 28
