News results for Technology
Digital Digest: The Latest Tech News – Citigroup, Digital Assets, Dow Jones
The latest technology news in the wealth management sector from around the world. ...
OPINION OF THE WEEK: How Silicon Chips Drive So Much Of Our Wealth
To coincide with this news organisation's fintech summit event in Manhattan today, the editor...
Digital Digest: The Latest Tech News – Technavio Report On Financial Planning Software Growth
The latest technology news in the wealth management sector from around the world. ...
Empowering Smaller Wealth Managers – The Power Of "The Cloud"
We talk to a firm with strong views about the "democratising" power of cloud-hosted...
Putting AI Into Practice For Wealth Managers
The banking, wealth management and financial services software and systems business Avaloq casts...
Middle East: The "Next Major Digital Frontier Market," Says UBS
The Swiss bank and wealth manager takes a look at the region's technology sector and it's...
Study Shows That Generative AI Apps Fall Short On Privacy Standards
With the consumer world waking up to and jumping on the bandwagon of Generative AI, new research by...
WEALTH TALK: Interview With EPAM's Panos Archondakis
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The Best of 2023 So Far: Denial Of Service Attack Rises, Escalated By Russia's Ukraine Invasion
This news story from earlier in the year was a very direct reminder of the threats and risks that...
The Best Of 2023 So Far: Where Next For Banks And Digital Assets?
With the vacation season upon us, this news service reminds readers of some of our standout...
Comment & Analysis results for Technology
Boost Advice's Added Value With Goal Monitoring
Gearing advice to specific financial goals is a powerful way to demonstrate added value and...
Get Right Balance Between Man And Machine
Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...
Supercharging Client Engagement With Digital Financial Personality Profiling
Where it is used in client engagement efforts at all, technology tends to focus on the...
How Low-Tech Compliance Hits Competitiveness
It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...
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...
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...
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...
WEALTH TALK: Focus On Finantix - Latest Developments
This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...
Protecting Family Offices In Remote Working Age
What steps should family offices take to protect cybersecurity at a time when family and non-family...
Wealth Sector's Drive For Brighter Linkedin Presence
The private banking and wealth management sector in Europe and elsewhere is turning to outside...