News results for Technology

Technology
6 December 2022

Switzerland's SEBA Bank Inks Asia Partnership

The pact will target the Hong Kong and Switzerland markets. ...

Technology
6 December 2022

Indosuez Wealth Management Launches Digital Platform

The platform has been launched in response to clients’ new expectations in terms of digital...

Technology
30 November 2022

Digital Digest: The Latest Tech News – Fundipedia, Kore Labs

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

Technology
28 November 2022

SimCorp Partners With Due Diligence Software Firm

Due diligence processes in asset management can be intensely laborious. A firm using digital...

Technology
23 November 2022

Digital Digest: The Latest Tech News – SEI, Canoe

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

Technology
9 November 2022

ACA Bolsters Managed Services Offering

Financial services firms globally are facing multiple pressures on their capacity to remain...

Technology
4 November 2022

MSCI Launches Range Of Digital Asset Indexes

The indexes have been developed in collaboration with Menai Financial Group and Compass Financial...

Technology
27 October 2022

Digital Digest: The Latest Tech News – Refinitiv, New Onboarding Solution

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

Technology
18 October 2022

Digital Digest: The Latest Tech News – ZEDRA, Clausematch

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

Technology
5 October 2022

Expat Japanese Digital Assets Entrepreneur Says Taxes Drove Him Out

Japan's tax regime is unfriendly to businesses in the digital assets space, such as tokenization,...

Comment & Analysis results for Technology

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...

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...