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David Himmel

David Himmel

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 an Associate at Aite-Novarica Group collaborating with senior members of the Wealth Management team on various research and consulting initiatives. David brings five years of research and consulting experience to Aite-Novarica Group, primarily at the intersection of financial services and technology. David has earned a Bachelor's Degree in Political Science from Lesley University.

Latest Reports

May 3, 2022

U.S. Regulatory Developments for Digital Assets: Implications for U.S. Wealth Managers

Absent a mature regulatory structure, financial institutions have been building an infrastructure to access digital assets with risk and compliance top of mind.
Wally Okby, David Himmel
日本語
February 10, 2022

Wealth Management in Transition: Lessons From Aite-Novarica Group's Executive Forum

Technological advances have enabled sophisticated investment and planning offerings to cascade down the market.
Meghna Mukerjee, David Himmel
日本語
December 14, 2021

New Realities in Wealth Management: The Storm Passes, Growth Continues

Client assets at U.S. wealth managers increased by 17% to US$37.3 trillion in 2020.
Alois Pirker, , David Himmel
日本語
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Blogs

Recent Cryptocurrency Regulatory Developments and Their Impact on Wealth Management
May 4, 2022

Recent Cryptocurrency Regulatory Developments and Their Impact on Wealth Management
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...
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David Himmel
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