News, Comment & Analysis results for Technology

Technology
October 4, 2024

InvestCloud Gets A Brand Makeover

The California-headquartered firm says its brand makeover signals a new era of innovation,

Technology
October 1, 2024

Preview: The FWR Family Office Fintech Summit 2024

In October, the publisher of this news service will be hosting the ninth annual fintech summit for

Technology
September 27, 2024

From Risk To Resilience: Strategies For Cybersecurity In Family Offices

The latest in a series of articles linking back to the discussions held at a family office

Technology
September 23, 2024

Addressing The Threat Of AI To Physical Security

This article summarizes the dicussions in a panel examining specific types of cybersecurity threats

Technology
September 20, 2024

Digital Digest: The Latest Tech News – BNY

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

Technology
September 17, 2024

Envestnet Broadcasts New RIA Offerings, Highlights Advisors' Priorities

The firm has been explaining its offerings and research about what advisors want to spend their

Technology
September 13, 2024

What Can We Learn From Highly Mature Cybersecurity Programs?

This article reflects on the gulf between the amount spent on cybersecurity by large banks and the

Technology
September 11, 2024

Digital Digest: The Latest Tech News – iCapital, Kestra

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

Technology
September 10, 2024

Digital Digest: The Latest Tech News – d1g1t, Burkett Asset Management

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

Technology
September 6, 2024

A Privacy Plan For Your Family Office

The author here argues that every contract a family office enters that involves (or that could

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