News results for Technology

Technology
May 1, 2023

Digital Digest: The Latest Tech News – InvestCloud

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

Technology
April 11, 2023

Digital Digest: The Latest Tech News – Tiger Brokers

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

Technology
April 5, 2023

Digital Digest: The Latest Tech News – ERI

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

Technology
March 31, 2023

OPINION OF THE WEEK: Beware The Hype Around AI

There has been "Greenwashing" and might there be a risk at some point of a similar issue with how

Technology
March 29, 2023

Class Is In Session: CFA Institute Launches AI Handbook

A sign of how big a deal "AI" is today is that one of the world's main organizations for

Technology
March 27, 2023

Family Offices' Cybersecurity Awareness Rises, But Needs More Work

This news service talks to EY about how it sees family offices grappling with cybersecurity threats

Technology
March 15, 2023

Digital Digest: The Latest Tech News – Advisor Group, iPipeline

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

Technology
March 7, 2023

Digital Digest: The Latest Tech News – InvestCloud

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

Technology
March 6, 2023

Digital Digest: The Latest Tech News – InvestCloud

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

Technology
March 1, 2023

Digital Digest: The Latest Tech News – Sanctuary, Pontera

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

Comment & Analysis results for Technology

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

Technology
March 7, 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of

Technology
October 20, 2021

Undisclosed Digital Assets? - Decision Time Is Now

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

Technology
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

Technology
March 31, 2021

Get Right Balance Between Man And Machine

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

Technology
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

Technology
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