David Himmel

David Himmel

Senior Associate

Areas of Expertise: Advisor Trends, Advisor-Focused Platforms and Tools, Client Engagement and Reporting, Customer Onboarding, Customer Relationship Management (CRM), Digital Wealth Management, ESG, Fee-Based Business and Separately Managed Accounts, Financial Planning and Retirement Income, Registered Investment Advisors (RIAs)

David Himmel is a Senior Associate at Aite-Novarica Group. In addition to broad support for the Wealth Management practice, he produces the team’s regular market sizing and benchmarking reports, and covers how channels within wealth management are evolving and converging. David brings prior experience in research and consulting to Aite-Novarica Group, primarily at the intersection of financial services and technology, and earned a Bachelor's Degree in Political Science from Lesley University.

Webinars

Thursday, February 2, 2023
Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. Wealth Management faces its first extended downturn since the Great Recession...

Blogs

January 17, 2023
As recently as three years ago, the financial services industry—including wealth management—was still just exploring the possibilities enabled by advancements in technology and how they might affect products, channel alignments, and operational strategies. It’s 2023 now, and Aite-Novarica Group has observed some of what these initiatives have rendered possible. We’ve seen examples of modern...
Read Full Post
May 4, 2022
With total global digital asset market capitalization growing from roughly US$20 billion as of year-end 2016 to nearly US$3 trillion in November 2021, digital assets have found their place in certain private and institutional clients’ balance sheets—largely outside the purview of classic financial advisory relationships.  In fact, activity at Coinbase, one of the largest digital asset...
Read Full Post

How can we help?

If you have a question specific to your industry, speak with an expert.  Call us today to learn about the benefits of becoming a client.

Talk to an Expert

Receive email updates relevant to you.  Subscribe to entire practices or to selected topics within
practices.

Get Email Updates