News, Comment & Analysis 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

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...

16 February 2016

GUEST ARTICLE: Making Money From The High Frontier - Investment And Space

Space flight and development is becoming an increasingly important investment field. This article,...

14 December 2015

EXCLUSIVE: Study Finds Patchy Quality Of Features Behind Wealth Manager Website Logins

An analysis of 12 global wealth managers suggests that they are still not up to speed on the...

8 December 2015

BREAKFAST BRIEFING: Business Growth In The Information Age

The wealth management industry should view technology as a supplementary tool rather than a threat,...

16 November 2015

COMPANY PROFILE: It's All About Finding Patterns With Visual Analytics At Qlik

The mass of data which is now an ineradicable feature of business life - especially in finance -...

27 October 2015

GUEST ARTICLE: Here Come The Challenger Banks - Wealth Managers Must Pay Attention

There is a new form of bank client emerging - the "mobivore". The rise of digital challenger banks,...

25 September 2015

JHC On Making Tech "Solutions" Solve Real Problems In Wealth Management

In part one of a two-part commentary, JHC Systems explores how its software is addressing some of...

21 September 2015

The Technology & Operations Trends in Wealth Management Report 2015

Published in 2015 by ClearView Financial Media Ltd In Association with Advent...

4 August 2015

EXCLUSIVE: Industry Debates Digital Transformation In Swiss Private Banking - Conference

It is a standard argument that technology is changing banking, but just how far or fast is this...

19 May 2015

Help or Hindrance? The Link Between Technology Provision and Advisor Productivity

Published in 2015 by ClearView Financial Media Ltd In Association with Advent Software ...