News results for Technology

Technology
9 March 2022

Building Trust In Crypto Assets Crucial To Growth – EY

As we continue to explore how digital assets such as bitcoin and blockchain will affect and shape...

Technology
7 March 2022

Kingswood Partners With Moneyinfo Over Client App

The new technology, which highlights the firm’s tech roadmap redesign, was developed following...

Technology
1 March 2022

Digital Digest: The Latest Tech News – Rathbones, Objectway

The latest digital and technology innovations, product and service developments in the world's...

Technology
28 February 2022

Rathbone Brothers Choose InvestCloud Platform

The UK-listed discretionary wealth manager is developing a blended digital and human service model,...

Technology
23 February 2022

iCapital Enters Distributed Ledger Tech Game

Distributed ledger technology – most commonly associated with the peer-to-peer system...

Technology
16 February 2022

Barclays Warns About Rise In Investment Scams

The pandemic has arguably created an open season for cyber criminals. The bank’s data reveals a...

Technology
14 February 2022

How Blockchain Will Disrupt, Add Value For Wealth Managers

Blockchain technology will make it possible to have more transparent, verifiable and rapid...

Technology
14 February 2022

Digital Digest: The Latest Tech News – Topaz Digital

The latest digital and technology innovations, product and service developments in the world's...

Technology
11 February 2022

What Distributed Ledger Tech Means For Wealth Sector

How will distributed ledger technology such as blockchain affect wealth management? Is it a...

Technology
10 February 2022

Digital Digest: The Latest Tech News – Refinitiv, Microsoft

The latest developments in technology and digitalization of wealth management. ...

Comment & Analysis results for Technology

Technology
23 February 2012

Guest Article: How To Handle Client Needs As Their Wealth Changes

To deal with the diverse needs of clients with differing wealth profiles, many money managers use...

Technology
4 November 2011

Schwab Conference: Acquiring Clients In A Wired World

Financial advisors and wealth managers, consider yourselves warned: having a web site is no longer...

Technology
27 October 2011

Singaporean Elites Ramp Up Spending On Luxury And Technology

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Technology
29 September 2011

Exclusive: Mobile Computing Shaking Up Family Office Tech Market

Family offices and technology vendors are scrambling to accommodate the fast-rising popularity of...

Technology
26 September 2011

Crunch Time At Private Banks As Next Gen Demand “Institutional”-Style Reporting

The tumult in the markets has inevitably refocused the attention of private banks on reporting. But...

Technology
31 August 2011

Why Ego-Surfing Is Crucial For HNW Individuals' Reputations

In today’s world, it’s all too easy to let yourself be defined by a Google search. While you,...

Technology
26 July 2011

Diary: Citi Private Bank and the Fancy Mayfair Revamp

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Technology
27 June 2011

CRMs Move To Tablet Market With iPad Apps

As more financial services companies adopt tablet computers for their mobile workforces, CRM system...

Technology
26 May 2011

Smartphone Apps Bring Mobility To CRM Systems

As competition increases and wealth managers look for any edge possible, CRM system mobile apps can...

Technology
10 May 2011

New Generation Of Tech Offers Better Investment Management, Reporting Solutions For FOs

Family offices are among the most difficult financial services organizations within which to manage...