News, Comment & Analysis results for Technology
The Family Office Blueprint For Tomorrow – Interactive Session Report
Here is a summary of a family office-focused interactive session held at this publication's recent
Digital Digest: The Latest Tech News – Addepar
The latest technology news in the wealth management sector from around the world.
Digital Digest: The Latest Tech News - US Bank Global Fund Services
The latest technology news in the wealth management sector from around the world.
Meet "Steve": Carson Group's Advisor AI Assistant
The wealth management group has launched an AI tool that is designed to boost advisor productivity
Digital Digest: The Latest Tech News – MAI Capital Management, iCapital
The latest technology news in the wealth management sector from around the world.
The Importance Of Reviewing Tech Implementation
Among the take-home points of the panel was that ultimately, the process of seeking a new
RFPs, Pain Points And Buy-In: Focus On Vendors At Family Office Fintech Forum
At the Family Wealth Report Family Office Fintech Forum in Manhattan last week, vendors and other
Benefits, Caveats Of AI Adoption In Spotlight At Family Office Fintech Forum
We report in the first of two articles about discussions held at the family office fintech forum,
Risk Management Use Case For AI: What’s Here, Possible, And Unlikely
Below is one of several panel discussions held at last week’s Family Wealth Report Family Office
Integrated Partners Teams Up With Business Owner Engagement Platform
The RISR business platform is designed to improve the way RIAs and similar firms integrate