News results for Technology

Technology
15 September 2022

AXA IM, UBS Global Wealth Management Launch Metaverse Strategy In Asia

The strategy will provide UBS Global Wealth Management’s high net worth clients with investment...

Technology
8 September 2022

Quintet’s Belgian Branch Gets More Digital With Abbove

Quintet has the ambition to spread the use of the Abbove platform to their other branches in the...

Technology
30 August 2022

UK's Quilter Moves Away From Paper-Based Work

The use of digital signatures has expanded rapidly, encouraged by developments such as working from...

Technology
26 August 2022

Will Regulation Catch Up With Innovation In Digital Assets? – Trident Trust

We talk to Trident Trust about the path of digital assets and the competing forces of regulation...

Technology
23 August 2022

Digital Digest: The Latest Tech News – SEI, PassFort

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

Technology
18 August 2022

BEST OF 2022 SO FAR: Crypto Assets, Distributed Finance And Wealth Managers' Menus

We republish this article that looks at how the entities collectively dubbed "digital assets"...

Technology
9 August 2022

Digital Digest: The Latest Tech News – Apex Group, European Depository Bank

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

Technology
5 August 2022

Standard Chartered Steps Up Cybercrime Fight

Data from around the world shows that there has been a rise in attempts to trick internet users by...

Technology
29 July 2022

Investment Firm's Content Series Aims For Closer Client Engagement  

Even before the pandemic, there was much talk on how to use video, interactive online channels,...

Technology
27 July 2022

Social Media Is Becoming More Serious Cybersecurity Weak Spot, Firm Warns

Commentators have warned for more than a decade that users of social media are vulnerable to...

Comment & Analysis results for Technology

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Technology
25 November 2021

Three Ways To Value Bitcoin

The author of this article delves into the details of how bitcoin should be valued: an important...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

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...

Technology
31 March 2021

Get Right Balance Between Man And Machine

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

Technology
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...

Technology
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...

Technology
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...