News results for Technology

20 September 2023

Digital Digest: The Latest Tech News – Citigroup, Digital Assets, Dow Jones

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

13 September 2023

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...

8 September 2023

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. ...

7 September 2023

Empowering Smaller Wealth Managers – The Power Of "The Cloud"

We talk to a firm with strong views about the "democratising" power of cloud-hosted...

5 September 2023

Putting AI Into Practice For Wealth Managers

The banking, wealth management and financial services software and systems business Avaloq casts...

4 September 2023

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...

29 August 2023

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...

21 August 2023

WEALTH TALK: Interview With EPAM's Panos Archondakis


21 August 2023

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...

18 August 2023

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

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...

31 March 2021

Get Right Balance Between Man And Machine

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

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...

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...

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...

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...

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...

16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

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

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...

6 July 2020

Wealth Sector's Drive For Brighter Linkedin Presence

The private banking and wealth management sector in Europe and elsewhere is turning to outside...