News, Comment & Analysis results for Technology

Technology
August 18, 2025

Digital Digest: The Latest Tech News – Fynancial

The latest technology news in the wealth management sector in North America.

Technology
August 14, 2025

Digital Digest: The Latest Tech News – PNC Bank, MSCI

The latest technology news in the wealth management sector in North America.

Technology
August 7, 2025

Digital Digest: The Latest Tech News – RISR, Modern Wealth Management, FINNY, Broadridge

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

Technology
July 23, 2025

Masttro And Arch Partner To Raise UHNW, Family Office Game

Wealth tech firm Masttro has joined forces with private markets specialist Arch to enhance the way

Technology
July 16, 2025

Digital Digest: The Latest Tech News – SS&C Technologies, Black Diamond

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

Technology
July 7, 2025

Legal, Insurance, And Technology Strategies For Family Office Protection

We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges

Technology
July 1, 2025

Digital Digest: The Latest Tech News – Advisor CRM Launches AI Meeting Assistant

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

Technology
June 26, 2025

Raymond James Ltd In Canada Enters FNZ Pact

The arrangement involves the Canadian business making an investment to boost digital

Technology
June 26, 2025

Digital Digest: The Latest Tech News – Trust & Will

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

Technology
June 18, 2025

Move Fast – Stay Secure

This article, stemming from our forum on cybersecurity in Manhattan last week, looks at how AI

Comment & Analysis results for Technology

Technology
February 19, 2025

The Soaring Trend Of Wealth Management AI "Co-Pilots"

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they

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