by James Lumberg and Pamela Fennell Jacobs
Advisors need to embrace the latest account aggregation
technologies to satisfy the needs of today’s wealthy families.
by
Karen DeMasters
Online security is now on the same level as data integration as a top technology priority of family office advisors and managers, according to a new study.
by April J. Rudin
Advisors’ social media marketing strategies are more often a product
of impulse than careful planning.
by
Karen DeMasters
Fortigent LLC is beefing up its technology platform for advisors who target high-net-worth clients.
by
Karen DeMasters
The use of social media increases with wealth level, but decreases
with age level, as might be expected, according to a new study by
Spectrem.
Facebook Inc.'s $16 billion initial public offering has made 28-year-old
Mark Zuckerberg the 29th richest person on Earth.
by
Karen DeMasters
ACE Private Risk Services is offering expanded insurance coverage to
high-net-worth clients that protects against identity theft.
The investment practices of the majority of millionaire households are
being impacted by the European sovereign debt crisis, says a new study
by the Spectrem Group.
by Robert Fiore
Technological innovation allows advisors to spend less time in the 'back office' and more time with clients.
Equilar, a provider of executive compensation data, is offering those
who manage money a social-networking tool to attract high-net-worth
clients.
by Bob Shepro
Outside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies.
by Elaine Spang
Wealth managers need to develop security measures across all aspects of their office operations.
by Ritch Gaiti
The rise of "cloud computing" could lead to better and cheaper wealth management technology.
Directory Listings and Profiles
by Hugh Bagatelle
Family offices need a dependable account aggregation system that can collect a client's financial information from multiple sources.
by Jim Campbell
These are some of the steps family offices can take to secure their confidential client information.
by Ritch Gaiti
A carefully planned technology overhaul can provide a boost to a family office's overall operations.
by Bryan Bell
The principles of asset allocation can be applied to managing office technology.
