News, Comment & Analysis results for Technology
Moody's New Platform Gives "Single Pane Of Glass" View On Risk
With risks changing constantly, there is a need for financial market players such as wealth
Arta Finance Takes Trip Down AI Route
The new offering gives clients a suite of AI agents that can, for example, make sense of portfolios
Many Family Offices Think They Won't Suffer Cyber Attacks – Time To Wake Up
Following a recent report demonstrating that family offices are being attacked by hackers, we talk
Get Ready For AI Joining A Client-Advisor Meeting
FWR talks to Vestmark about the ways that AI is making an impact on the day-to-day tasks of wealth
Digital Digest: The Latest Tech News – Conquest Planning, PWL Capital
The latest technology news in the wealth management sector in North America.
Digital Digest: The Latest Tech News – Canoe Intelligence, Prime Buchholz
The latest technology news in the wealth management sector in North America.
Digital Digest: The Latest Tech News – JBI Metia, EIU
The latest technology news in the wealth management sector in North America.
T3 Fintech Conference: Software Superstars, Upstarts Vie For Market Share
As our correspondent notes when looking at T3's report, although artificial intelligence was
Conquest Planning, Canada's CI Wealth Ink Partnership
The AI-powered platform will be available to advisors at CI Assante Wealth Management, CI Private
Key Wealth Extends Envestnet Pact
Key Wealth is part of a bank that has a strategy covering a range of wealth management spheres,
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
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