News, Comment & Analysis results for Technology

Technology
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...

Technology
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...

Technology
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...

Technology
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...

Technology
8 March 2023

Digital Digest: The Latest Tech News – InvestCloud

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

Technology
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 –...

Technology
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....

Technology
15 February 2023

Credit Suisse Signals Digital Assets Ambitions

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

Technology
15 February 2023

Digital Digest: The Latest Tech News – Aston University

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

Technology
9 February 2023

Fintech Partners With Arab Bank (Switzerland)

InvestGlass, which is based in Geneva, will provide digital onboarding, client lifecycle...

Comment & Analysis results for Technology

Technology
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 ...

Technology
24 December 2014

Cybercriminals' Threat To Global Wealth Management - The Risks

Cybercrime has gone far beyond the world of science fiction to hard reality as firms, including...

Technology
26 November 2014

EXCLUSIVE: Asia Is Out Front As HNW Individuals Embrace Mobile Tech, Apps In Wealth Management

More than 80 per cent of affluent and high net worth persons around the world use apps or mobile...

Technology
17 September 2014

EXCLUSIVE: Here Come The Robo-Advisors - The Tech Threat To Conventional Wealth Managers

A new term can be added to the wealth management lexicon: robo-advisors. In an exclusive report to...

Technology
13 May 2014

Technology and Operations Trends in the Wealth Management Industry - 2014

The 2014 Technology and Operations Trends Report, produced by WealthBriefing/Weatherill Consulting...

Technology
23 October 2013

Technology and Operations Trends in the Wealth Management Industry - 2013

The wealth management industry has undergone a radical transformation in recent decades, and it...

Technology
15 February 2013

Feature: Big Versus Small In Social Media - Part 2

This is the second half of a two-part feature looking at the benefits and pitfalls of social media...

Technology
13 February 2013

Big Versus Small In Social Media - Part 1

In the first of a two-part feature, this publication explores how small and large wealth managers...

Technology
26 October 2012

INTERVIEW: Envestnet On Bringing Down The Costs Of Pooled Investments For Family Offices

James Lumberg, co-founder and managing director Envestnet, outlines his firm's plans to grow its...

Technology
12 September 2012

INTERVIEW: Smartleaf On Wealth Managers' New-Found Focus In Tough Times

Wealth managers are not reinventing what they are delivering clients in today’s tough...