News results for Technology

Technology
6 April 2022

Why Cloud-Based Data Management Is The Front-Office Differentiator

Data is a front-office and client experience issue, as well as a back-office concern, and...

Technology
5 April 2022

Digital Digest: The Latest Tech News – TrustQuay

The firm said the platform sharply reduces the total cost of ownership compared with on-premise or...

Technology
5 April 2022

The Black Hole Of Green Finance

Technology purporting to solve ESG complexity is proliferating, but care needs to be taken that...

Technology
1 April 2022

Technology Innovation Is In-House Affair For Lombard Odier

This news service spoke to the tech and ops chief for the Swiss private banking group to find out...

Technology
1 April 2022

Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load

Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too...

Technology
31 March 2022

Why “Features First” And “Stand Alone” Is Entirely The Wrong Approach To Improving Your CRM

CRM upgrades are happening at pace across the industry, but wealth managers should be careful not...

Technology
28 March 2022

A Guide To Smart Contracts

The author of this article, coming from Private Trust Partners, examines the terrain of smart...

Technology
28 March 2022

Technology Traps Wealth Managers Must Avoid: New Research

This publication and EY today launch the third edition of our hugely popular annual report,...

Technology
14 March 2022

Asset Managers Get Aboard Tokenization Train – Study

The survey gives a sense of how asset managers in a number of countries now regard these digital...

Technology
10 March 2022

Biden Pushes For Cryptocurrency Framework

The US president wants federal agencies to work together to create a policy framework for cryptos...

Comment & Analysis results for Technology

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...

Technology
12 July 2012

Breaking Through Generational Barriers With A Private Social Media Network

TrustedFamily, a secure online communications platform, has a clear market strategy: work with the...

Technology
1 May 2012

Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes

Smartleaf is turning its attention to documenting the effect of different workflow processes on...

Technology
12 April 2012

Silicon Valley Takes On The Wealth Industry - Part Two

The key hooks of a wealth management service that is crafted around technology are the lower costs...