News results for Technology

Technology
21 January 2022

Pandemic Raises Cryptos' Charms For Investors, Concerns Linger – Survey

The study suggests changing perceptions of cryptocurrencies among institutional investors and...

Technology
12 January 2022

Digital Digest: The Latest Tech News – PassFort, Trulioo

The latest technology developments, product launches and business developments in and around the...

Technology
10 January 2022

Digital Digest: The Latest Tech News – SimCorp, Accelex

The latest technology developments, product launches and business developments in and around the...

Technology
20 December 2021

Digital Digest: The Latest Tech News – HSBC, IBM

The latest technology developments, product launches and business developments in and around the...

Technology
13 December 2021

Santander Reportedly Pushes Into Robo-Advisory Market, ETFs, With SigFig

The move into the robo-advisory space with ETFs by the Spanish bank reflects the huge size of both...

Technology
10 December 2021

Waverton Adopts SEI’s Wealth Platform To Boost Growth

The move by the UK investment manager reflects a growing trend of larger British wealth managers...

Technology
30 November 2021

WEALTHTALK: Developments In Onboarding Within Wealth Management

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Technology
29 November 2021

Credit Suisse Trumpets Digital Channel Growth

The bank said that the use of its digital platform has surged since its introduction in October...

Technology
25 November 2021

WEALTH TALK - AI In Wealth Management - Interview With Alessandro Tonchia

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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...

Comment & Analysis results for Technology

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...

Technology
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...

Technology
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...

Technology
16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

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