News results for Technology

January 21, 2022

Digital Digest: The Latest Tech News – InvestCloud, Ameriprise Financial

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

January 20, 2022

Preview: Exploring Best Practice, Staying Ahead With Annual Family Office Fintech Summit

Family Wealth Report's Fintech Summit, taking place on March 24, is coming over the horizon. A

February 20, 2020

Digital Digest: The Latest Tech News - Indyfin, Addepar

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

December 15, 2021

Digital Digest: The Latest Tech News - Envestnet, Wellington-Altus

The latest developments in financial products and investments from around the world.

November 29, 2021

Investing In Electric Dreams, BlackRock Charges Up EV Infrastructure

BlackRock is adding its investment weight to building a viable high-speed charging infrastructure

November 17, 2021

Envestnet Partners With Structured Products House

The partnership adds to a number of developments at the US firm in recent months, such as the

November 10, 2021

Canoe, Alter Domus Form Strategic Pact

Canoe said its automated technology for alternatives and private markets will streamline Alter

November 1, 2021

EXCLUSIVE: The Next Fintech Disruptions

There has been a lot of disruption to financial services, including wealth management, over the

October 21, 2021

New Thought Leadership: The Role of Technology in ESG Investing 

InvestCloud and WealthBriefing have teamed up to explore how new technologies can help wealth

October 4, 2021

Get Ready For The Family Wealth Report Family Office FinTech Program 2022

In a major upgrade to its offering to the family wealth community, Family Wealth Report extends its

Comment & Analysis results for Technology

October 20, 2021

Undisclosed Digital Assets? - Decision Time Is Now

Those individuals buying and holding cryptocurrencies - aka digital assets - may have mistakenly

April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and

March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human

March 30, 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the

March 29, 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be

March 25, 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about

March 23, 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is

March 22, 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from

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