News results for Technology

Technology
May 26, 2022

Digital Digest: The Latest Tech News – RIA In A Box, InvestorCOM

The latest digital and technology innovations, product and service developments in the world's

Technology
May 16, 2022

New Research: Outsourcing Intelligence For Financial Institutions

A new report from this publication and research partner FIS Platform Securities offers the findings

Technology
May 13, 2022

Why Behavioral Finance Needs Great Tech To Thrive

The field has been winning wealth management fans and generating plenty of noise. To make its

Technology
May 12, 2022

Northern Trust, Fenergo Ink Onboarding Pact

The partnership focuses on private capital funds, a fast-growing area creating specific

Technology
April 29, 2022

Digital Digest: The Latest Tech News – SS&C Advent, Pontera

The latest digital and technology innovations, product and service developments in the world's

Technology
April 27, 2022

Digital Digest: The Latest Tech News – Catchlight, Redtail

The latest digital and technology innovations, product and service developments in the world's

Technology
April 22, 2022

Digital Digest: The Latest Tech News – Schwab Advisor Services, Salesforce

The latest digital and technology innovations, product and service developments in the world's

Technology
April 21, 2022

Keeping Cybersecurity Sharp As Risks Evolve

We talk to a cybersecurity expert in the US about the threats the wealth management sector faces,

Technology
April 21, 2022

Aite-Novarica Group Launches New Advisory Practice

The practice is aimed at chief information and technology officers in financial services firms.

Technology
April 8, 2022

Accounting, Investment Analysis For Family Offices: Fixing the Disconnect

Investment analysis and accounting is always going to be more of a challenge for family offices due

Comment & Analysis results for Technology

Technology
April 6, 2022

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.

Technology
March 7, 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of

Technology
October 20, 2021

Undisclosed Digital Assets? - Decision Time Is Now

Those individuals buying and holding cryptocurrencies - aka digital assets - may have mistakenly

Technology
April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and

Technology
March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human

Technology
March 30, 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the

Technology
March 29, 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be

Technology
March 25, 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about

Technology
March 23, 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is

Technology
March 22, 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from