Practice Strategies
WealthBriefing's Forthcoming "Tech Traps" Report: Invitation For Contributors

We invite contributors and sponsors for the fourth annual edition of our important Technology Traps report, now an essential part of a wealth manager's reading list.
This news service will soon be producing the fourth edition
of its must-read annual report Technology Traps Wealth
Managers Must Avoid. (See here for the
2022 edition.)
We now invite firms that wish to sponsor individual chapters of
the report to make a submission.
To view our previous “Tech Traps” report for 2021, see
here. Clearview Publishing's study is an
important guide to the problems that private banks and wealth
managers face when they try to make the most of technology. Among
other things, the guide shows how to make back offices more
efficient and how to improve the client experience, see
the 2020 edition here.
To register interest for sponsoring chapters of the report,
click on this link.