News results for Technology

Technology
August 3, 2021

Digital Digest: The Latest Tech News - RBC Wealth Management-US, Broadridge

The latest developments in financial products and investments from around the world.

Technology
July 21, 2021

How A Wealth Offering "Accelerates" At BNY Mellon Wealth Management

The BNY Mellon WM offering, which evaluates respondents’ wealth strategy, is an example of how

Technology
May 21, 2021

Global Ransomware Attacks Surge, Threatening Financial Sector - Fitch

The recent crippling attack on a major US gasoline pipeline by ransomware hackers shows how serious

Technology
June 28, 2021

New Research: Technology & Operations Trends in Wealth Management 2021

This publication today launches a must-read research report assessing all the key technology and

Technology
June 25, 2021

Digital Digest: The Latest Tech News - Herbers & Company

The latest developments in financial products and investments from around the world.

Technology
June 24, 2021

Digital Digest: The Latest Tech News - Refinitiv

The latest developments in financial products and investments from around the world.

Technology
June 23, 2021

Canoe Wins Private Markets Processing Deal With State Street

The business of collecting, processing and reporting on investments in alternative areas such as

Technology
June 15, 2021

Basel’s Cryptoasset Stance Is No “Green Light,” But A Warning - Commentary

A wealth management figure and frequent commentator on financial affairs says a global banking

Technology
June 15, 2021

Digital Digest: BBH Launches Multi-Provider Risk/Ratings Platform

The latest developments in financial products and investments from around the world.

Technology
June 14, 2021

Why Wealth Managers Face Cloud Security Challenge

Cloud security has progressed considerably - which is just as well given that this model has become

Comment & Analysis results for Technology

Technology
May 6, 2020

What’s Up With Firms Still Shunning Instant Messaging?

Instant messaging is now a part of our business lives, including the wealth management market. What

Technology
April 8, 2020

Why Family Offices Must Avoid Customization Trap

There is no doubt that family offices often face huge challenges in gaining understanding and

Technology
April 6, 2020

Tech Traps: Data Capture In Alternatives – Why Automation Attempts Go Awry

A prevalence of PDF documentation creates significant data extraction challenges for

Technology
April 1, 2020

Tech Traps: Beware Style Over Substance - And Siloing - In Risk-Profiling

Greg Davies, head of Behavioral Finance at Oxford Risk, explains why wealth managers must resist

Technology
March 30, 2020

Tech Traps: Remember it’s Know Your Client, Not Know Your Criminal

Dermot Corrigan is CEO of smartKYC, a firm taking a truly multi-faceted approach to client

Technology
March 27, 2020

Tech Traps: The Dangers of Allowing Compliance To Become A “Black Box”

Ralf Huber is Co-Founder of Apiax, a regtech focused on transmuting complex regulations into

Technology
March 25, 2020

Tech Traps: Outsourced Technology – An Opportunity Too Often Overlooked

Tom Wooders is Head of Sales, Clearing and Wealth Solutions at GPP, which provides wealth platform,

Technology
March 23, 2020

Why Wealth Managers Can’t Just “Live With” Legacy Any More

Stig Olsen, senior director of EMEA and APAC regions at SS&C Advent, explains in this exclusive

Technology
February 14, 2020

Socially Conscious Investing: The Wild West Of Data

This is the latest in a series of articles charting technology driving the North American and

Technology
December 11, 2019

Grading Performance Reporting Solutions

The following article is by Doug Fritz and Paul Boscacci of F2 Strategy, a consulting organization