News results for Technology

Technology
January 17, 2023

Digital Digest: The Latest Tech News – Frontier Asset Management, 55ip, JP Morgan AM

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

Technology
December 22, 2022

How Family Offices, Advisors Handle Data Challenges, Accelerating Tech

Technology
December 20, 2022

WEALTH TALK: How Family Offices, Advisors Handle Data Challenges, Accelerating Tech

Technology
December 19, 2022

Digital Digest: The Latest Tech News – MSCI

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

Technology
November 30, 2022

Digital Digest: The Latest Tech News – Huntington National Bank, InvestCloud 

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

Technology
November 28, 2022

SimCorp Partners With Due Diligence Software Firm

Due diligence processes in asset management can be intensely laborious. A firm using digital

Technology
November 23, 2022

Digital Digest: The Latest Tech News – SEI, Canoe

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

Technology
November 22, 2022

Hybrid RIA Partners With Fintech

GVA referred to studies that it said show that professionally managed accounts generate 3 to 4 per

Technology
November 18, 2022

Tax Planning Software Firm Partners With LPL Financial

The software takes some of the labor and drudgery from working out what sort of tax plans make

Technology
November 10, 2022

Digital Digest: The Latest Tech News – Proteus, M Financial

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

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