News results for Technology
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
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
The Black Hole Of Green Finance
Technology purporting to solve ESG complexity is proliferating, but care needs to be taken that
Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load
Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too
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
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
Digital Digest: The Latest Tech News – Drawbridge Builds Cybersecurity Expertise
The latest digital and technology innovations, product and service developments in the world's
Digital Digest: The Latest Tech News – Oppenheimer, InvestCloud
The latest digital and technology innovations, product and service developments in the world's
Digital Digest: The Latest Tech News – SEI, UMB Private Wealth Management
The latest news and reports about developments in the financial technology space.
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
Working Virtually With Clients Enables Greater Advisory Access
Technology can paradoxically improve human-to-human contact and advice within wealth management, if
How Technology Is Serving Alternatives Investment Space
As Capgemini's latest wealth report has hammered home, technology is your friend, possibly your
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
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
Why Family Offices Must Avoid Customization Trap
There is no doubt that family offices often face huge challenges in gaining understanding and
Tech Traps: Data Capture In Alternatives – Why Automation Attempts Go Awry
A prevalence of PDF documentation creates significant data extraction challenges for
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
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
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
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,
Award Winners
WealthTalk - Awards Videos
Lombard International Assurance's Specialist Wealth Offering
Duration: 1.33m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
WealthTalk - Expert View Videos
WEALTH TALK: Making Wealth Technology Count – In Conversation With April Rudin
Duration: 8.60m