Technology - Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers

Technology

By Robert Fiore, November 2011 issue
Technological innovation allows advisors to spend less time in the ‘back office’ and more time with clients.

Social Media Tool Serves Up HNW Prospects

Monday, 03 October 2011
Equilar, a provider of executive compensation data, is offering those who manage money a social-networking tool to attract high-net-worth clients.

More stories below

Calling In The Experts

By Bob Shepro, January 2011 issue
Outside consultants offer an efficient way to deal with the high cost and complexity of today’s wealth management technologies.

Beyond Investment Risk

By Elaine Spang, November 2010 issue
Wealth managers need to develop security measures across all aspects of their office operations.

Directory Of Family Office And Wealth Advisory Technology Service Providers

September 2010 issue
Directory Listings and Profiles

A Silver-Lined Future

By Ritch Gaiti, September 2010 issue
The rise of “cloud computing” could lead to better and cheaper wealth management technology.

Getting The Whole Picture

By Hugh Bagatelle, July 2010 issue
Family offices need a dependable account aggregation system that can collect a client’s financial information from multiple sources.

Safeguarding Client Privacy

By Jim Campbell, May 2010 issue
These are some of the steps family offices can take to secure their confidential client information.

A Technology Transformation

By Ritch Gaiti, March 2010 issue
A carefully planned technology overhaul can provide a boost to a family office’s overall operations.

The Hi-Tech Advisor-Feat

By Bryan Bell, October 2009 issue
The principles of asset allocation can be applied to managing office technology.

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Angeles Wealth Management, a Los Angeles-based RIA designed to serve high-net-worth and ultra-high-net-worth clients, has been created by Angeles Investment Advisors and Jonathan Foster.

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Federal regulations placing more restrictions on the operation of single-family offices is going to prompt more ultra-high-net-worth families to consolidate or restrict their offices, said Joe Calabrese, CEO of Harris myCFO.

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HighTower has brought on a new partner from Morgan Stanley Smith Barney, where he headed a team that managed about $2.5 billion.

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Financial advisors who want to succeed with women clients need to treat them as individuals, not as a group, according to a new study by the Family Wealth Advisors Council.

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Most high-net-worth individuals feel it is important for their advisors to know all their goals and financial wishes, but only a small percentage actually provide that information, according to a new survey.

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