News, Comment & Analysis results for Technology

Technology
June 5, 2025

Envestnet Surfs AI Innovation Wave

As wealth management continues to explore and build AI use cases, one of the large tech firms in

Technology
May 30, 2025

US RIA Deploys Cybersecurity Platform

The move by Modern Wealth Management is an example of how RIAs, faced by mounting cybersecurity

Technology
May 29, 2025

Digital Digest: The Latest Tech News – TIFIN, HUB International

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

Technology
May 23, 2025

The Family Office Blueprint For Tomorrow – Interactive Session Report

Here is a summary of a family office-focused interactive session held at this publication's recent

Technology
May 21, 2025

Digital Digest: The Latest Tech News – Addepar

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

Comment & Analysis results for Technology

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