News results for Technology
Digital Digest: The Latest Tech News - Refinitiv
The latest developments in technology products and investments around the world. ...
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....
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...
Digital Digest: The Latest Tech News - Performanta
The latest technology news from fintechs, banks and other organisations. ...
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...
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...
Digital Digest: The Latest Tech News - Julius Baer
The latest technology news from fintechs, banks and other organisations. ...
What's New In Investments, Funds? - Clim8 Invest, Invesco
The latest offerings in investments, such as funds and structured products, and other notable...
StanChart Finances Cross-Border Payments Merger
The global lender has used its venture arm to merge two digital payments platforms, helping unify...
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
Boost Advice's Added Value With Goal Monitoring
Gearing advice to specific financial goals is a powerful way to demonstrate added value and...
Get Right Balance Between Man And Machine
Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...
Supercharging Client Engagement With Digital Financial Personality Profiling
Where it is used in client engagement efforts at all, technology tends to focus on the...
How Low-Tech Compliance Hits Competitiveness
It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...
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 Traps Wealth Managers Must Avoid: Overview From EY
The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...
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...
WEALTH TALK: Focus On Finantix - Latest Developments
This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...
Protecting Family Offices In Remote Working Age
What steps should family offices take to protect cybersecurity at a time when family and non-family...
Wealth Sector's Drive For Brighter Linkedin Presence
The private banking and wealth management sector in Europe and elsewhere is turning to outside...