News, Comment & Analysis results for Technology

Technology
June 20, 2024

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

Technology
June 18, 2024

Cybersecurity For Family Offices – Effective Strategies

The cybersecurity landscape is continuously evolving, and family offices must stay vigilant to

Technology
May 22, 2024

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

Technology
May 15, 2024

Why AI Will Not Eliminate The Traditional Advisor

The author argues that efficiencies of generative AI will produce demand for growth of human-led

Technology
May 14, 2024

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

Technology
May 14, 2024

EXCLUSIVE: Focus On AI's Role In Wealth Management

Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered

Technology
May 9, 2024

Strong Tech Results Highlight AI Investment Case

After Microsoft, Alphabet, Meta and Amazon reported increases in capital expenditure, with most of

Technology
May 8, 2024

Digital Digest: The Latest Tech News – Franklin Templeton, Microsoft

The latest technology news in the wealth management sector from around the world.

Technology
April 19, 2024

Digital digest: The Latest Tech News – Kinsted Wealth, Objectway

The latest technology news in the wealth management sector from around the world.

Technology
February 29, 2024

RBC Wealth Management-US Makes Artificial Intelligence Move

The US wealth management firm, part of the wider Royal Bank of Canada group, has collaborated with

Comment & Analysis results for Technology

Technology
May 14, 2024

EXCLUSIVE: Focus On AI's Role In Wealth Management

Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered

Technology
January 26, 2024

T3: Data, Cybersecurity Overshadow AI

Our US correspondent considers the main themes that arose in the annual T3 tech conference, held in

Technology
November 27, 2023

How Sam Altman-OpenAI Saga Affects RIAs

Our US correspondent takes a detailed look at the drama around the leadership of OpenAI and what

Technology
September 28, 2023

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

Technology
February 23, 2023

Space Tech's Investment Case Is Increasingly "Normal"

In a wide-ranging conversation, we talk to a lawyer with strong investment connections about

Technology
June 2, 2022

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

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 29, 2022

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

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