News results for Technology

Technology
March 13, 2020

Augmenting Human Expertise: Thinking Around AI, Machine Learning

A proponent of AI and machine learning and its place in wealth planning, among other uses, argues

Technology
March 9, 2020

Digital Digest: The Latest Tech News - InvestCloud

The latest news about technology products and services relevant for wealth managers around the

Technology
March 2, 2020

Preview: Family Office Fintech Summit, March 17

One of the major points in this new organization's conference calendar, and a marquee event for the

Technology
March 2, 2020

Digital Digest: The Latest Tech News - Twenty Over Ten

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

Technology
February 27, 2020

Digital Digest: The Latest Tech News - Gartner Study On AI, Compliance

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

Technology
February 20, 2020

Digital Digest: The Latest Tech News - Indyfin, Addepar

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

Technology
February 20, 2020

Altfest Launches AI-Driven Financial Advice Solution

The launch is an example of the kind of AI-driven service offerings being pushed out into the US

Technology
February 7, 2020

Canoe's Funding Will Propel New Growth

The firm takes hold of unstructured data and transforms it so that clients and advisors can get a

Technology
February 5, 2020

Digital Digest: The Latest Tech News - Orion

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

Technology
February 4, 2020

Digital Digest: The Latest Tech News - Wealth Dynamix, Microsoft

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

Comment & Analysis results for Technology