News results for Technology

5 April 2023

Digital Digest: The Latest Tech News – VP Bank, Metaco

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

3 April 2023

UniCredit Flags Big Digital Ambitions With Allfunds

The European banking group is working with Allfunds Tech Solutions to boost digital initiatives...

31 March 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...

29 March 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 organisations for...

20 March 2023

Leveraging Artificial Intelligence’s Power In Investor Relations

The potential applications of AI in investor relations are vast, and players who make most use of...

15 March 2023

Praetura Signals Startup Prowess With Event Sponsorship

The rise of organisations such as Praetura – which launched its first fund in 2019 (Praetura EIS...

8 March 2023

Digital Digest: The Latest Tech News – InvestCloud

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

28 February 2023

How Blockchain, Digital Assets Change Wealth Management

We talk to a UK-based investment firm focusing on areas being affected heavily by regulation –...

28 February 2023

Succession Wealth Cybersecurity Story Reinforces Threat Risks

The UK wealth management group hasn't elaborated on the details of how its business was targeted....

15 February 2023

Credit Suisse Signals Digital Assets Ambitions

The air is abuzz with talk about bitcoin, smart contracts, non-fungible tokens, tokenization and...

Comment & Analysis results for Technology

2 March 2018

How is Technology Impacting Wealth Management? Round Table Video

Exclusively available as part of your WealthBriefing membership, we bring you cutting-edge insight...

20 December 2017

Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across The Client Life Cycle

The publisher of this news service, alongside EY and Finantix, is producing a major report on what...

14 December 2017

The real role of AI and why wealth managers have less to fear than they might think

Wendy Spires, Head of Research at ClearView Financial Media, looks beyond the headlines to explore...

8 December 2017

Research – “Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across the Client Life Cycle”

Our new report, produced in partnership with Finantix and EY, cuts through all the hype about...

26 September 2017

Cyber-Crime: The Ever-Evolving Threat That Wealth Managers Must Care About

Your correspondent recently attended a conference hosted by industry group PIMFA, which hosted...

19 May 2017

GUEST ARTICLE: The Cyber Menace And How Wealth Managers Should Face It

Multrees Investor Services, a firm working with wealth managers and other financial groups, has...

24 October 2016

Digitalising The Everyday: Incorporating Data Management Into Client Lifecycles - White Paper

WealthBriefing is pleased to share with you our latest white paper, centred on how optimal use of...

18 October 2016

GUEST ARTICLE: Robos Aren't Necessarily Going To Take Private Bankers' Jobs

While some may view "robo-advisors" as a cost-saving business model and fear the traditional...

31 May 2016

Breakfast Briefing Report: Efficiency Gains From Fintech Are Real, But Be Patient

Figures from the private banking, consultancy and technology worlds recently debated where the...

23 March 2016

EXCLUSIVE: Digital Is Crucial For UHNWIs Too - Report Lists Ingredients For A Winning Strategy

New research suggests that digital wealth management for ultra high net worth investors is crucial...