News results for Technology

Technology
June 2, 2021

Digital Digest: The Latest Tech News - Bambu, Vestwell

The latest developments in technology products and investments in North America.

Technology
June 1, 2021

HNW Family Dynamics And Video Meetings - Assessing The Impact

We talk to a large accounting and advisory firm in the US about how HNW families interact has

Technology
May 21, 2021

Global Ransomware Attacks Surge, Threatening Financial Sector - Fitch

The recent crippling attack on a major US gasoline pipeline by ransomware hackers shows how serious

Technology
May 19, 2021

Digital Digest: The Latest Tech News - Dynasty Financial Partners

The latest developments in technology products and investments in North America.

Technology
May 11, 2021

UBS Reportedly Joins Cryptocurrency Party

A number of the world's largest financial institutions have started to offer cryptocurrency

Technology
March 24, 2021

Driving Growth Through Digitization – Why Are So Many Wealth Managers Missing Out?

Wealth managers which are systematizing client intelligence and empowering their advisors with

Technology
May 5, 2021

Digital Digest: The Latest Tech News - Refinitiv

The latest developments in technology products and investments in North America.

Technology
May 3, 2021

Preview - Sixth Annual Family Office Fintech Summit, May 4 - 6

Watch our sneak preview of discussions at our 6th Annual Family Office Fintech Summit this week.

Technology
April 28, 2021

Preview - Sixth Annual Family Office Fintech Summit, May 4 - 6

Watch our sneak preview of discussions at our 6th Annual Family Office Fintech Summit next week.

Technology
April 23, 2021

Sixth Annual Family Office Fintech Summit, May 4 - 6

In an intensive three-day program, a line-up of nearly 40 senior industry figures will examine

Comment & Analysis results for Technology

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

Technology
December 4, 2020

Working Virtually With Clients Enables Greater Advisory Access

Technology can paradoxically improve human-to-human contact and advice within wealth management, if

Technology
July 13, 2020

How Technology Is Serving Alternatives Investment Space

As Capgemini's latest wealth report has hammered home, technology is your friend, possibly your

Technology
June 4, 2020

WEALTH TALK: Focus On Maintaining Trust In A Lockdown

We resume our regular Wealth Talk video series by looking at some of the central issues created by