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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.

Latest Reports

February 15, 2023

Navigating Pathways to Holistic Wealth Management

Progress toward consistent delivery of holistic wealth management is demonstrably mixed.
Wally Okby, David Himmel
日本語
January 3, 2023

Balance Sheets of the American Investor: An Analysis of the Survey of Consumer Finance

Wealth managers are aligning products and services with the demonstrated needs of investor segments.
David Himmel, Andrew Besheer
日本語
December 8, 2022

New Realities in Wealth Management: Evolution Amid Turbulence

Turbulent markets will cause headwinds for growth, and wealth managers must do what they can to weather the storm.
David Himmel, Andrew Besheer
日本語
September 20, 2022

The 2022 Impact Awards in Digital Wealth Management

Aite-Novarica Group awards 12 technology innovators in wealth management in 2022.  
David Himmel, , Wally Okby
日本語
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
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Webinars

Thursday, February 2, 2023

2023 Top 10 Trends in Wealth Management: The Juice Is Worth the Squeeze
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...
Andrew Besheer, David Himmel, Gavin Little-Gill, Meghna Mukerjee, Wally Okby
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Blogs

Wealth Management 2023: The Juice Is Worth the Squeeze
January 17, 2023

Wealth Management 2023: The Juice Is Worth the Squeeze
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...
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David Himmel
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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