News, Comment & Analysis results for Technology

Technology
January 14, 2025

Digital Digest: The Latest Tech News – InvestCloud, First American Bank

The latest technology news in the wealth management sector in North America.

Technology
January 8, 2025

Digital Digest: The Latest Tech News – Osaic, Iowa State Bank

The latest technology news in the wealth management sector in North America.

Technology
December 19, 2024

Mariner Partners Uses AI-Driven Platform To Turbocharge Growth

The partnership is an example of how wealth managers are trying to use AI to help build business

Technology
December 17, 2024

WEALTH TALK: Digital Change And The Competitive Edge – The View From Wealth Dynamix

Technology
December 17, 2024

Focusing On Durable AI Use Cases For Wealth Management

We speak to an innovation platform for the wealth sector about what AI use cases make most sense

Technology
December 11, 2024

Top Artificial Intelligence Concerns For Family Offices

The author of this article, in addressing how family offices should think about AI, says "stay

Technology
December 9, 2024

Digital Digest: The Latest Tech News – Voya Financial, Orion

The latest technology news in the wealth management sector in North America.

Technology
December 3, 2024

Evolving AI Use Cases In Wealth Management – The View From Broadridge

From AML controls to personalizing the client experience, the use cases for AI are hot topics for

Technology
November 25, 2024

AI Update For Advisors: Schwab IMPACT Conference

Wealth managers are fascinated by AI, but so far their expertise and ability to put this into

Technology
November 19, 2024

Artificial Intelligence Comes To Financial Services. "Lead With Trust"

The author of this article – a chief executive of a large tech firm working with wealth managers

Comment & Analysis results for Technology

Technology
July 25, 2024

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

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