Upcoming Reports

See below a list of some of our upcoming reports:​

  • Transitioning to Financial Planning: The Benefits of CFP in Positioning an Advisors’ Practice, Dennis Gallant
  • Trends in Reconciliation Technology: AI-Trained Recs Or Train Wrecks?, Virginie O'Shea
  • Sovereign Wealth Fund Technology: Supreme Fintech Opportunities?, Paul Sinthunont, Christian Benson
  • Understanding the True Needs of the Critical Small-Business Customer Segment, Christine Barry

For more information on getting access to our research and analysts, please contact:

Tel: +1.617.338.6050