News, Comment & Analysis results for Technology
What AI Notetakers Are Doing To Your Family Office’s Most Sensitive Conversations
AI scribes are embedded in all matter of channels such as Zoom and Google Meet. There can be
Digital Digest: The Latest Tech News – Confluence Technologies
The latest technology news in the wealth management sector from around the world.
The Financial Services Industry’s Shadow Vendor Problem
Wealth managers that vet their vendors have a variety of systems and applications to check. What a
Digital Digest: The Latest Tech News – WealthReach, SageContent
The latest technology news in the wealth management sector from around the world.
Digital Digest: The Latest Tech News – RFG Advisory, Feathery, Wealth.com
The latest technology news in the wealth management sector from around the world.
EXCLUSIVE: How Does New York Data Center Ban Shift AI Odds?
As FWR shows in a range of interviews with wealth managers, they see artificial intelligence as a
Digital Digest: The Latest Tech News – Advyzon
The latest technology news in the wealth management sector from around the world.
Digital Privacy, Cyber Insurance: Why Family Offices Need Both
A panel at the recent family office forum on cybersecurity, hosted by this news service, examined
Managing Family Offices' AI Risk – SPB White Paper
This paper from a law firm points out that family offices operate in a highly sensitive
Digital Digest: The Latest Tech News – Mariner, Humanity Labs, Wells Fargo Advisor
The latest technology news in the wealth management sector from around the world.
Comment & Analysis results for Technology
The Soaring Trend Of Wealth Management AI "Co-Pilots"
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they
FWR Family Office Cybersecurity, AI Summit – The Report
A range of industry experts cast their eye over cybersecurity programs, the role of AI in the
EXCLUSIVE: Focus On AI's Role In Wealth Management
Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered
T3: Data, Cybersecurity Overshadow AI
Our US correspondent considers the main themes that arose in the annual T3 tech conference, held in
How Sam Altman-OpenAI Saga Affects RIAs
Our US correspondent takes a detailed look at the drama around the leadership of OpenAI and what
Protecting Clients, Firms In Age Of AI And Proliferating Tech
As we continue to examine the theme of "protecting the client," FWR talks to a large US wealth
Space Tech's Investment Case Is Increasingly "Normal"
In a wide-ranging conversation, we talk to a lawyer with strong investment connections about
Family Office Members Want Fast Data – Time To Step Up Pace
Shortly after launching a new app designed to give family office clients faster access to their net
Wanted: “All Rights Reserved” For NFTs
Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world.
An Overview From EY On Tech Traps Facing The Sector
EY has once again partnered with this publication on our must-read annual report "Technology Traps