News results for Technology
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...
Digital Digest: The Latest Tech News – TrustQuay
The firm said the platform sharply reduces the total cost of ownership compared with on-premise or...
The Black Hole Of Green Finance
Technology purporting to solve ESG complexity is proliferating, but care needs to be taken that...
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...
Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load
Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too...
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...
A Guide To Smart Contracts
The author of this article, coming from Private Trust Partners, examines the terrain of smart...
Technology Traps Wealth Managers Must Avoid: New Research
This publication and EY today launch the third edition of our hugely popular annual report,...
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...
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
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 and Operations Trends in the Wealth Management Industry - 2014
The 2014 Technology and Operations Trends Report, produced by WealthBriefing/Weatherill Consulting...
Technology and Operations Trends in the Wealth Management Industry - 2013
The wealth management industry has undergone a radical transformation in recent decades, and it...
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...
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...
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...
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...
Breaking Through Generational Barriers With A Private Social Media Network
TrustedFamily, a secure online communications platform, has a clear market strategy: work with the...
Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes
Smartleaf is turning its attention to documenting the effect of different workflow processes on...
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...
Award Winners
WealthTalk - Awards Videos
Prometeia's Risk Management Quality Shines Through
Duration: 1.17m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK – Breaking Down US-Swiss Wealth Management Barriers
Duration: 12.10m
WealthTalk - Expert View Videos
WealthTalk – Refining Boundaries Of Privacy
Duration: 24.67m