News, Comment & Analysis results for Technology
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
Wealth Firm Signs Software Pact To Help US-Linked Clients
Several firms based in the UK, Switzerland and other places specialize in offering US expats and
OPINION OF THE WEEK: Early Thoughts On Global IT Outage; Wealth Sector Lessons
Events are unfolding as this article comes out about a massive IT outage affecting users of
Eton Solutions Lands First India Family Office Client For ERP Platform
A large family office, created by the dynasty involved in the Infosys software business, is the
AI-Focused Equities To Stay Supported, Despite Tech-Led Volatility – UBS
After the recent tech-led volatility, Mark Haefele, UBS Global Wealth Management chief investment
Hottest AI Use Case For Advisors: Note-Taking Apps That Generate Action Items
Our US correspondent gets into the details of AI and the use cases that it has, or may have, for
Cybersecurity For Family Offices – Effective Strategies
The cybersecurity landscape is continuously evolving, and family offices must stay vigilant to
EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ
This news service speaks to one of the firms that has delved into what advisors think AI and other
Why AI Will Not Eliminate The Traditional Advisor
The author argues that efficiencies of generative AI will produce demand for growth of human-led
Broadridge, Salesforce Tap Advisor Hunger For Automation
Broadridge told FWR that it aims to capitalize on advisors' need to save time on manual tasks so
Comment & Analysis results for Technology
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