News results for Technology

Technology
September 14, 2022

Binance Canada Enhances Anti-Money Laundering Efforts

The crypto trading platform said it will offer an improved level of know your customer integrity by

Technology
September 9, 2022

Digital Digest: The Latest Tech News – Broadridge, Cetera

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

Technology
September 6, 2022

Digital Digest: The Latest Tech News – InvestCloud

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

Technology
August 30, 2022

Digital Digest: The Latest Tech News – Truist Wealth

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

Technology
August 23, 2022

Digital Digest: The Latest Tech News – SEI, PassFort

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

Technology
August 10, 2022

RIA In A Box Raises Social Media Game

The firm said its LinkedIn partnership simplifies the review process for RIA in a Box’s archiving

Technology
July 29, 2022

Digital Digest: The Latest Tech News – SVB Financial Group

The latest digital and technology innovations, product and service developments in the world's

Technology
July 27, 2022

Social Media Is Becoming More Serious Cybersecurity Weak Spot, Firm Warns

Commentators have warned for more than a decade that users of social media are vulnerable to

Technology
July 21, 2022

Digital Digest: The Latest Tech News – Key Private Bank, Proteus

The latest digital and technology innovations, product and service developments in the world's

Technology
July 13, 2022

Family Offices Tech House Raises New Funding, Targets Singapore Market

In February this year, Eton Solutions launched AtlasFive 2.0. The new solution, its creators say,

Comment & Analysis results for Technology

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

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