News results for Technology

6 May 2021

Digital Digest: The Latest Tech News - Refinitiv

The latest developments in technology products and investments around the world. ...

4 May 2021

Preview - Sixth Annual Family Office Fintech Summit, 4 - 6 May 

Watch our sneak preview of discussions at our 6th Annual Family Office Fintech Summit this week....

28 April 2021

JP Morgan Woos HNW Clients With Bitcoin Fund - Media

The US bank is part of a trend of making cryptocurrencies - which some prefer to call digital...

26 April 2021

Digital Digest: The Latest Tech News - Performanta

The latest technology news from fintechs, banks and other organisations. ...

23 April 2021

PwC Names New "Brightest" To WealthTech Space

The consultancy firm has named the next crop of startups which it will be helping to incubate as...

19 April 2021

Smart Discipline Guides SupraFin's Digital Assets Platform

This publication talks to the founder and CEO of a fintech firm based in the UK that says it is...

15 April 2021

Digital Digest: The Latest Tech News - Julius Baer

The latest technology news from fintechs, banks and other organisations. ...

13 April 2021

What's New In Investments, Funds? - Clim8 Invest, Invesco

The latest offerings in investments, such as funds and structured products, and other notable...

8 April 2021

StanChart Finances Cross-Border Payments Merger

The global lender has used its venture arm to merge two digital payments platforms, helping unify...

8 April 2021

A New Paradigm Of Personalization – Illusion Or Reality?

Many software vendors purport to offer personalized investment reporting but dig deeper and these...

Comment & Analysis results for Technology

1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and...

31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...

25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about...

23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...

22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...

16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...

9 October 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family...

6 July 2020

Wealth Sector's Drive For Brighter Linkedin Presence

The private banking and wealth management sector in Europe and elsewhere is turning to outside...