News, Comment & Analysis results for Technology

Technology
March 26, 2024

Digital Digest: The Latest Tech News – Perpetual Group, Charles River, State Street

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

Technology
March 6, 2024

Banks Collaborate To Break Ground With Digital Bond Deal – The Implications

Repurchase agreements are a major part of how the world's debt markets work and are deeply embedded

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

Technology
February 29, 2024

Digital Digest: The Latest Tech News: Cetera, Wealth Access

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

Technology
February 23, 2024

Digital Digest: Security Bank, Avaloq, Philippines

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

Technology
February 23, 2024

SEI Steps Up Artificial Intelligence Strategy

The TIFIN business is working to speed up use of AI tech in the wealth management space, among

Technology
February 20, 2024

Tackling Black-Box Challenge To Unlock AI’s Potential

In setting out what "explainable AI" means and how it fits into the private banking and wealth

Technology
February 16, 2024

South Korea's Mirae Asset Enters Bloomberg Pact

Mirae Asset, which already operates in 16 markets, has plans to expand further and upgrade its

Technology
February 16, 2024

How AI Affects Wealth Management – Two Perspectives

We talk to two firms about how they see AI affecting wealth management in the coming years. This is

Technology
February 13, 2024

BoA Trumpets Private Banking, Wealth Digital Engagement

The bank has spelled out, in detail, the extent to which clients of its private bank, wealth

Comment & Analysis results for Technology

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

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