News results for Technology

Technology
June 14, 2021

Why Wealth Managers Face Cloud Security Challenge

Cloud security has progressed considerably - which is just as well given that this model has become

Technology
June 2, 2021

Digital Digest: The Latest Tech News - Bambu, Vestwell

The latest developments in technology products and investments in North America.

Technology
June 1, 2021

HNW Family Dynamics And Video Meetings - Assessing The Impact

We talk to a large accounting and advisory firm in the US about how HNW families interact has

Technology
May 19, 2021

Digital Digest: The Latest Tech News - Dynasty Financial Partners

The latest developments in technology products and investments in North America.

Technology
May 11, 2021

UBS Reportedly Joins Cryptocurrency Party

A number of the world's largest financial institutions have started to offer cryptocurrency

Technology
March 24, 2021

Driving Growth Through Digitization – Why Are So Many Wealth Managers Missing Out?

Wealth managers which are systematizing client intelligence and empowering their advisors with

Technology
May 5, 2021

Digital Digest: The Latest Tech News - Refinitiv

The latest developments in technology products and investments in North America.

Technology
May 3, 2021

Preview - Sixth Annual Family Office Fintech Summit, May 4 - 6

Watch our sneak preview of discussions at our 6th Annual Family Office Fintech Summit this week.

Technology
April 28, 2021

Preview - Sixth Annual Family Office Fintech Summit, May 4 - 6

Watch our sneak preview of discussions at our 6th Annual Family Office Fintech Summit next week.

Technology
April 23, 2021

Sixth Annual Family Office Fintech Summit, May 4 - 6

In an intensive three-day program, a line-up of nearly 40 senior industry figures will examine

Comment & Analysis results for Technology

Technology
May 19, 2016

Fintech Takes Center Stage In Discussion Of Private Market Investing

Industry experts talked about how technology is changing the way family offices and other investors

Technology
May 9, 2016

Family Office Experts Discuss "Hidden" Technology Challenges

The penultimate panel at Family Wealth Report's inaugural Family Office Fintech Summit was entitled

Technology
May 6, 2016

Summit Wrap-Up: Banking On Digital For Operational Efficiency Gains

Robo advisors, cybersecurity and the cloud were among the key topics discussed at a recent

Technology
April 20, 2016

Summit Wrap-Up: Industry Experts Discuss Co-Sourcing For Family Offices

Senior industry figures recently discussed co-sourcing at a New York City conference hosted by this

Technology
January 6, 2016

Family Wealth Report To Host Inaugural Fintech Summit

Family Wealth Report is delighted to reveal details about its upcoming Family Office Fintech Summit

Technology
October 22, 2015

EXCLUSIVE: Experts Mull Five Technology Adoption Methods In Wealth Management

Big names in the US wealth management and family office sectors discussed technology implementation

Technology
October 20, 2015

INTERVIEW: CEO At InvestCloud On The Fintech Firm's Recent Cash Injection

Family Wealth Report spoke to John Wise, chief executive at InvestCloud, about why he launched the

Technology
September 21, 2015

The Technology & Operations Trends in Wealth Management Report 2015

Published in 2015 by ClearView Financial Media Ltd In Association with Advent

Technology
September 15, 2015

FEATURE: Why Digital Assets Are Now Part Of The Wealth Management Lexicon

This article considers the role of "digital assets" in the evolving wealth management space.

Technology
September 14, 2015

Mobile Apps: Still Much Work To Be Done – Report Preview, Part Two

The following interview forms part of WealthBriefing’s Technology and Operations Trends Report