News results for Technology

April 7, 2022

The Quest For Scale: Ensuring New Wealthtech Delivers Enhanced Productivity

The wealth management sector has embraced outsourcing as a strategic option, but this is a journey

April 6, 2022

Why Cloud-Based Data Management Is The Front-Office Differentiator

Data is a front-office and client experience issue, as well as a back-office concern, and

April 5, 2022

The Black Hole Of Green Finance

Technology purporting to solve ESG complexity is proliferating, but care needs to be taken that

April 1, 2022

Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load

Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too

March 31, 2022

Why “Features First” And “Stand Alone” Is Entirely The Wrong Approach To Improving Your CRM

CRM upgrades are happening at pace across the industry, but wealth managers should be careful not

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

March 25, 2022

Digital Digest: The Latest Tech News – Drawbridge Builds Cybersecurity Expertise

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

March 24, 2022

Digital Digest: The Latest Tech News – Oppenheimer, InvestCloud

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

March 23, 2022

Digital Digest: The Latest Tech News – SEI, UMB Private Wealth Management

The latest news and reports about developments in the financial technology space.

February 20, 2020

Digital Digest: The Latest Tech News - Indyfin, Addepar

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

Comment & Analysis results for 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

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

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

May 6, 2020

What’s Up With Firms Still Shunning Instant Messaging?

Instant messaging is now a part of our business lives, including the wealth management market. What

April 8, 2020

Why Family Offices Must Avoid Customization Trap

There is no doubt that family offices often face huge challenges in gaining understanding and

April 6, 2020

Tech Traps: Data Capture In Alternatives – Why Automation Attempts Go Awry

A prevalence of PDF documentation creates significant data extraction challenges for

April 1, 2020

Tech Traps: Beware Style Over Substance - And Siloing - In Risk-Profiling

Greg Davies, head of Behavioral Finance at Oxford Risk, explains why wealth managers must resist

March 30, 2020

Tech Traps: Remember it’s Know Your Client, Not Know Your Criminal

Dermot Corrigan is CEO of smartKYC, a firm taking a truly multi-faceted approach to client

March 27, 2020

Tech Traps: The Dangers of Allowing Compliance To Become A “Black Box”

Ralf Huber is Co-Founder of Apiax, a regtech focused on transmuting complex regulations into

March 25, 2020

Tech Traps: Outsourced Technology – An Opportunity Too Often Overlooked

Tom Wooders is Head of Sales, Clearing and Wealth Solutions at GPP, which provides wealth platform,