News, Comment & Analysis results for Technology

Technology
9 November 2023

OPINION OF THE WEEK: Despite The Hype, Wealth Firms Aren't (Yet) Rushing Into Cryptos

A survey says HNW people are interested in digital assets and cryptocurrencies but wealth managers...

Technology
7 November 2023

Söderberg & Partners Launches UK Advisor Platform

It is the first of several tech partnerships focused on delivering speed and connectivity. ...

Technology
6 November 2023

The UK's AI Safety Summit – UBS Reactions

As artificial intelligence (AI) gains increasing attention in the wealth and banking sector,...

Technology
31 October 2023

Global Cyber Insurance Market To Grow Rapidly – Study

The study underscores how insuring against the impact of hacking attacks has become a major...

Technology
19 October 2023

Digital Digest: The Latest Tech News – Fenergo, Generali

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

Technology
17 October 2023

Digital Digest: The Latest Tech News – Canoe Intelligence

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

Technology
16 October 2023

Digital Digest: The Latest Tech News – Bloomberg

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

Technology
5 October 2023

OPINION OF THE WEEK: Wealth Managers Must Explain AI's "Value-Add" Role

In my weekly column I ask how wealth managers, advisors and others serving HNW clients should...

Technology
26 September 2023

Digital Digest: The Latest Tech News – Taurus

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

Technology
25 September 2023

London & Capital Agrees Addepar Deal

The London-based firm, operating in a number of locations, has agreed to use the tech firm's...

Comment & Analysis results for Technology

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Technology
1 April 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
31 March 2021

Get Right Balance Between Man And Machine

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

Technology
30 March 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
29 March 2021

How Low-Tech Compliance Hits Competitiveness

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

Technology
25 March 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...

Technology
23 March 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...

Technology
22 March 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...

Technology
16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...

Technology
9 October 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family...