News results for Technology

Technology
November 23, 2020

Busting Four Common Myths About Digital Assets

There is still some time before digital assets see the kind of adoption needed to propel them fully

Technology
November 23, 2020

Cybersecurity Insurance Market To Top $70 Billion By 2030

Another report underscores the sheer financial scale of cyber-insurance, hardly surprising given

Technology
November 19, 2020

Time For A "Token Economy"?

In recent years, the momentum behind the creation of a so-called “token economy,” in which

Technology
November 19, 2020

Digital Digest: The Latest Tech News - SEI, US Bank

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

Technology
November 18, 2020

Digital Digest: The Latest Tech News - Luxury Institute

The latest developments around wealth management technology in North America.

Technology
November 16, 2020

Digital Digest: The Latest Tech News - Envestnet

The latest senior moves in North American wealth management.

Technology
November 12, 2020

Digital Digest: The Latest Tech News - Adhesion Wealth, TradePMR

The latest developments in technology products and investments in the North American market.

Technology
October 29, 2020

Digital Digest: The Latest Tech News - Canoe, SEI

The latest developments in technology products and investments in the North American market.

Technology
October 1, 2020

Digital Digest: The Latest Tech News - Flinks

The latest developments in technology products and investments in the North American market.

Technology
September 29, 2020

Digital Digest: The Latest Tech News - EisnerAmper

The latest developments in technology products and investments in the North American market.

Comment & Analysis results for Technology

Technology
May 1, 2012

Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes

Smartleaf is turning its attention to documenting the effect of different workflow processes on

Technology
April 12, 2012

Silicon Valley Takes On The Wealth Industry - Part Two

The key hooks of a wealth management service that is crafted around technology are the lower costs

Technology
November 4, 2011

Schwab Conference: Acquiring Clients In A Wired World

Financial advisors and wealth managers, consider yourselves warned: having a web site is no longer

Technology
September 29, 2011

Exclusive: Mobile Computing Shaking Up Family Office Tech Market

Family offices and technology vendors are scrambling to accommodate the fast-rising popularity of

Technology
August 31, 2011

Why Ego-Surfing Is Crucial For HNW Individuals' Reputations

In today’s world, it’s all too easy to let yourself be defined by a Google search. While you,

Technology
June 27, 2011

CRMs Move To Tablet Market With iPad Apps

As more financial services companies adopt tablet computers for their mobile workforces, CRM system

Technology
May 26, 2011

Smartphone Apps Bring Mobility To CRM Systems

As competition increases and wealth managers look for any edge possible, CRM system mobile apps can

Technology
May 10, 2011

New Generation Of Tech Offers Better Investment Management, Reporting Solutions For FOs

Family offices are among the most difficult financial services organizations within which to manage

Technology
March 1, 2011

UHNW Using Mobile Tech As Key Wealth Building Tools

The ultra wealthy are increasingly embracing improving mobile technologies as key wealth building

Technology
May 5, 2010

SunGard Sees Spike In Technology Demand From Wealth Managers

While many vendors selling into the wealth management space experienced hard times in the economic